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 Q2	$20.8K	Buy	+149	New	+$19.4K	0.02%	266

Other funds holding C

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Roxbury Financial's C Position: Q2 2026 in Review

Roxbury Financial opened a new position in Citigroup (C) in Q2 2026: 149 shares worth $20.8K. The stake represents 0.02% of the portfolio and ranks #266 among its holdings.

803 funds tracked by Wall St. Rank hold C as of Q2 2026.

Roxbury Financial held 149 shares of Citigroup worth $20.8K as of Q2 2026.
Citigroup was a new Roxbury Financial position in Q2 2026.
Citigroup made up 0.02% of Roxbury Financial's portfolio in Q2 2026, its #266 holding.
803 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.