RKL Wealth Management
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RKL Wealth Management’s Citigroup C Stock Holding History

RKL 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
Q3 		$529K Buy
4,089
+830
+25% +$112K 0.04% 134
2026
Q2 		$456K Buy
3,259
+453
+16% +$59K 0.04% 141
2026
Q1 		$318K Hold
2,806
– – 0.03% 153
2025
Q4 		$327K Sell
2,806
-100
-3% -$10.4K 0.03% 155
2025
Q3 		$295K Hold
2,906
– – 0.03% 160
2025
Q2 		$247K Sell
2,906
-56
-2% -$4.05K 0.02% 165
2025
Q1 		$210K Hold
2,962
– – 0.02% 165
2024
Q4 		$208K Buy
+2,962
New +$200K 0.02% 168
2017
Q4 		– Sell
-6,112
Closed -$241K – 139
2017
Q3 		$241K Buy
+6,112
New +$417K 0.07% 137

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

RKL Wealth Management's C Position: Q3 2026 in Review

RKL Wealth Management increased its Citigroup (C) stake by 25% in Q3 2026, buying an estimated $112K and bringing the position to 4,089 shares worth $529K. The position accounts for 0.04% of the portfolio, ranked #134.

RKL Wealth Management first reported a position in C in Q3 2017 and has held it in 9 quarters since. 900 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • RKL Wealth Management held 4,089 shares of Citigroup worth $529K as of Q3 2026.
  • RKL Wealth Management bought 830 Citigroup shares in Q3 2026, an estimated $112K.
  • Citigroup made up 0.04% of RKL Wealth Management's portfolio in Q3 2026, its #134 holding.
  • RKL Wealth Management first reported a position in Citigroup in Q3 2017 and has held it in 9 quarters since.
  • 900 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on RKL Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.