Riverbend Wealth Management’s Citigroup C Stock Holding History

Riverbend Wealth Management’s Portfolio C Stock Details C Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.69M	Buy	12,057 +163	+1%	+$21.2K	0.85%	31
2026 Q1	$1.35M	Sell	11,894 -3,797	-24%	-$432K	0.77%	32
2025 Q4	$1.83M	Buy	15,691 +570	+4%	+$59.2K	1.14%	23
2025 Q3	$1.53M	Sell	15,121 -17	-0.1%	-$1.61K	1.07%	25
2025 Q2	$1.29M	Buy	15,138 +1,506	+11%	+$109K	0.98%	30
2025 Q1	$968K	Buy	13,632 +2,688	+25%	+$205K	0.87%	35
2024 Q4	$772K	Buy	+10,944	New	+$738K	0.69%	41

Other funds holding C

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Riverbend Wealth Management's C Position: Q2 2026 in Review

Riverbend Wealth Management increased its Citigroup (C) stake by 1.4% in Q2 2026, buying an estimated $21.2K and bringing the position to 12,057 shares worth $1.69M. The position accounts for 0.85% of the portfolio, ranked #31.

Riverbend Wealth Management first reported a position in C in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.83M in Q4 2025. 1,179 funds tracked by Wall St. Rank hold C as of Q2 2026.

Riverbend Wealth Management held 12,057 shares of Citigroup worth $1.69M as of Q2 2026.
Riverbend Wealth Management bought 163 Citigroup shares in Q2 2026, an estimated $21.2K.
Citigroup made up 0.85% of Riverbend Wealth Management's portfolio in Q2 2026, its #31 holding.
Riverbend Wealth Management first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
Riverbend Wealth Management's Citigroup position peaked at $1.83M in Q4 2025.
1,179 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.