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Seamount Financial Group’s Citigroup C Stock Holding History

Seamount Financial Group’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 		$390K Sell
2,783
-1,700
-38% -$221K 0.16% 100
2026
Q1 		$508K Hold
4,483
– – 0.23% 88
2025
Q4 		$523K Hold
4,483
– – 0.24% 83
2025
Q3 		$455K Sell
4,483
-197
-4% -$18.7K 0.21% 88
2025
Q2 		$398K Buy
+4,680
New +$338K 0.2% 90

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
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

Seamount Financial Group's C Position: Q2 2026 in Review

Seamount Financial Group reduced its Citigroup (C) stake by 38% in Q2 2026, selling an estimated $221K and leaving 2,783 shares worth $390K. The position accounts for 0.16% of the portfolio, ranked #100.

Seamount Financial Group first reported a position in C in Q2 2025 and has held it in 5 quarters since. The position peaked at $523K in Q4 2025. 803 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Seamount Financial Group held 2,783 shares of Citigroup worth $390K as of Q2 2026.
  • Seamount Financial Group sold 1,700 Citigroup shares in Q2 2026, an estimated $221K.
  • Citigroup made up 0.16% of Seamount Financial Group's portfolio in Q2 2026, its #100 holding.
  • Seamount Financial Group first reported a position in Citigroup in Q2 2025 and has held it in 5 quarters since.
  • Seamount Financial Group's Citigroup position peaked at $523K in Q4 2025.
  • 803 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.