Robertson Stephens Wealth Management
C icon

Robertson Stephens Wealth Management’s Citigroup C Stock Holding History

Robertson Stephens 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 		$1.94M Buy
14,996
+40
+0.3% +$5.39K 0.05% 220
2026
Q2 		$2.09M Sell
14,956
-288
-2% -$37.5K 0.05% 209
2026
Q1 		$1.73M Buy
15,244
+377
+3% +$42.9K 0.05% 224
2025
Q4 		$1.73M Sell
14,867
-10,852
-42% -$1.13M 0.05% 233
2025
Q3 		$2.61M Buy
25,719
+327
+1% +$31K 0.08% 158
2025
Q2 		$2.16M Sell
25,392
-11,247
-31% -$813K 0.07% 179
2025
Q1 		$2.6M Sell
36,639
-2,369
-6% -$181K 0.09% 169
2024
Q4 		$2.75M Buy
39,008
+150
+0.4% +$10.1K 0.1% 166
2024
Q3 		$2.43M Sell
38,858
-1,114
-3% -$68.9K 0.09% 175
2024
Q2 		$2.54M Buy
39,972
+2,295
+6% +$141K 0.13% 129
2024
Q1 		$2.38M Buy
37,677
+8,358
+29% +$465K 0.13% 138
2023
Q4 		$1.51M Buy
29,319
+10,753
+58% +$476K 0.09% 174
2023
Q3 		$764K Buy
18,566
+1,900
+11% +$83.4K 0.05% 239
2023
Q2 		$767K Buy
16,666
+1,964
+13% +$92K 0.05% 221
2023
Q1 		$689K Sell
14,702
-381
-3% -$18.7K 0.05% 249
2022
Q4 		$682K Sell
15,083
-626
-4% -$28.4K 0.07% 217
2022
Q3 		$654K Sell
15,709
-4,209
-21% -$208K 0.07% 192
2022
Q2 		$916K Sell
19,918
-2,793
-12% -$140K 0.09% 165
2022
Q1 		$1.21M Sell
22,711
-1,378
-6% -$85.1K 0.1% 162
2021
Q4 		$1.45M Buy
24,089
+10,319
+75% +$686K 0.12% 144
2021
Q3 		$966K Buy
13,770
+700
+5% +$48.9K 0.11% 122
2021
Q2 		$924K Sell
13,070
-1,308
-9% -$96.8K 0.11% 128
2021
Q1 		$1.05M Buy
14,378
+2,033
+16% +$136K 0.17% 99
2020
Q4 		$761K Buy
12,345
+345
+3% +$17.5K 0.16% 105
2020
Q3 		$517K Sell
12,000
-630
-5% -$31.4K 0.13% 129
2020
Q2 		$645K Buy
+12,630
New +$599K 0.19% 92

Other funds holding C

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Robertson Stephens Wealth Management's C Position: Q3 2026 in Review

Robertson Stephens Wealth Management increased its Citigroup (C) stake by 0.27% in Q3 2026, buying an estimated $5.39K and bringing the position to 14,996 shares worth $1.94M. The position accounts for 0.05% of the portfolio, ranked #220.

Robertson Stephens Wealth Management first reported a position in C in Q2 2020 and has held it in 26 quarters since. The position peaked at $2.75M in Q4 2024. 2,277 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Robertson Stephens Wealth Management held 14,996 shares of Citigroup worth $1.94M as of Q3 2026.
  • Robertson Stephens Wealth Management bought 40 Citigroup shares in Q3 2026, an estimated $5.39K.
  • Citigroup made up 0.05% of Robertson Stephens Wealth Management's portfolio in Q3 2026, its #220 holding.
  • Robertson Stephens Wealth Management first reported a position in Citigroup in Q2 2020 and has held it in 26 quarters since.
  • Robertson Stephens Wealth Management's Citigroup position peaked at $2.75M in Q4 2024.
  • 2,277 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

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