Roxbury Financial
C icon

Roxbury Financial’s Citigroup C Stock Holding History

Roxbury Financial’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 		$19.4K Hold
149
– – 0.01% 288
2026
Q2 		$20.8K Buy
+149
New +$19.4K 0.02% 266

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

Roxbury Financial's C Position: Q3 2026 in Review

Roxbury Financial held its Citigroup (C) position steady in Q3 2026 at 149 shares worth $19.4K. The position accounts for 0.01% of the portfolio, ranked #288.

Roxbury Financial first reported a position in C in Q2 2026 and has held it in 2 quarters since. The position peaked at $20.8K in Q2 2026. 1,070 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Roxbury Financial held 149 shares of Citigroup worth $19.4K as of Q3 2026.
  • Roxbury Financial left its Citigroup share count unchanged in Q3 2026.
  • Citigroup made up 0.01% of Roxbury Financial's portfolio in Q3 2026, its #288 holding.
  • Roxbury Financial first reported a position in Citigroup in Q2 2026 and has held it in 2 quarters since.
  • Roxbury Financial's Citigroup position peaked at $20.8K in Q2 2026.
  • 1,070 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.