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Sagespring Wealth Partners’s Citigroup C Stock Holding History

Sagespring Wealth 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
Q2 		$4.45M Buy
31,790
+669
+2% +$87.1K 0.07% 136
2026
Q1 		$3.53M Buy
31,121
+1,799
+6% +$205K 0.06% 144
2025
Q4 		$3.42M Buy
29,322
+3,824
+15% +$397K 0.06% 145
2025
Q3 		$2.59M Buy
25,498
+1,418
+6% +$135K 0.05% 157
2025
Q2 		$2.05M Buy
24,080
+5,203
+28% +$376K 0.04% 170
2025
Q1 		$1.34M Buy
18,877
+6,282
+50% +$479K 0.03% 200
2024
Q4 		$887K Buy
+12,595
New +$849K 0.02% 239

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Sagespring Wealth Partners's C Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Citigroup (C) stake by 2.1% in Q2 2026, buying an estimated $87.1K and bringing the position to 31,790 shares worth $4.45M. The position accounts for 0.07% of the portfolio, ranked #136.

Sagespring Wealth Partners first reported a position in C in Q4 2024 and has held it in 7 quarters since. 1,765 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Sagespring Wealth Partners held 31,790 shares of Citigroup worth $4.45M as of Q2 2026.
  • Sagespring Wealth Partners bought 669 Citigroup shares in Q2 2026, an estimated $87.1K.
  • Citigroup made up 0.07% of Sagespring Wealth Partners's portfolio in Q2 2026, its #136 holding.
  • Sagespring Wealth Partners first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
  • 1,765 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.