Root Financial Partners
C icon

Root Financial Partners’s Citigroup C Stock Holding History

Root Financial Partners’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 		$985K Buy
7,611
+2,083
+38% +$281K 0.03% 138
2026
Q2 		$774K Buy
5,528
+1,006
+22% +$131K 0.03% 144
2026
Q1 		$513K Sell
4,522
-489
-10% -$55.7K 0.02% 158
2025
Q4 		$585K Buy
5,011
+571
+13% +$59.3K 0.03% 146
2025
Q3 		$451K Buy
4,440
+209
+5% +$19.8K 0.03% 158
2025
Q2 		$360K Buy
+4,231
New +$306K 0.03% 163

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 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

Root Financial Partners's C Position: Q3 2026 in Review

Root Financial Partners increased its Citigroup (C) stake by 38% in Q3 2026, buying an estimated $281K and bringing the position to 7,611 shares worth $985K. The position accounts for 0.03% of the portfolio, ranked #138.

Root Financial Partners first reported a position in C in Q2 2025 and has held it in 6 quarters since. 1,070 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Root Financial Partners held 7,611 shares of Citigroup worth $985K as of Q3 2026.
  • Root Financial Partners bought 2,083 Citigroup shares in Q3 2026, an estimated $281K.
  • Citigroup made up 0.03% of Root Financial Partners's portfolio in Q3 2026, its #138 holding.
  • Root Financial Partners first reported a position in Citigroup in Q2 2025 and has held it in 6 quarters since.
  • 1,070 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.