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Sendero Wealth Management’s Citigroup C Stock Holding History

Sendero Wealth Management’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 		$469K Sell
3,351
-549
-14% -$71.5K 0.05% 165
2026
Q1 		$442K Sell
3,900
-121
-3% -$13.8K 0.05% 162
2025
Q4 		$469K Buy
4,021
+415
+12% +$43.1K 0.05% 165
2025
Q3 		$366K Hold
3,606
– – 0.04% 162
2025
Q2 		$307K Buy
3,606
+386
+12% +$27.9K 0.04% 170
2025
Q1 		$229K Buy
3,220
+223
+7% +$17K 0.03% 172
2024
Q4 		$211K Buy
+2,997
New +$202K 0.03% 157
2023
Q4 		– Sell
-10,341
Closed -$425K – 149
2023
Q3 		$425K Sell
10,341
-16,460
-61% -$722K 0.09% 119
2023
Q2 		$1.23M Buy
26,801
+1,431
+6% +$67K 0.27% 70
2023
Q1 		$1.19M Buy
25,370
+4,188
+20% +$206K 0.36% 58
2022
Q4 		$958K Buy
21,182
+166
+0.8% +$7.54K 0.34% 56
2022
Q3 		$876K Buy
21,016
+1,422
+7% +$70.3K 0.36% 47
2022
Q2 		$901K Buy
19,594
+4,061
+26% +$203K 0.86% 33
2022
Q1 		$829K Sell
15,533
-636
-4% -$39.3K 0.38% 34
2021
Q4 		$977K Buy
+16,169
New +$1.08M 0.43% 36

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sendero Wealth Management's C Position: Q2 2026 in Review

Sendero Wealth Management reduced its Citigroup (C) stake by 14% in Q2 2026, selling an estimated $71.5K and leaving 3,351 shares worth $469K. The position accounts for 0.05% of the portfolio, ranked #165.

Sendero Wealth Management first reported a position in C in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.23M in Q2 2023. 2,642 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Sendero Wealth Management held 3,351 shares of Citigroup worth $469K as of Q2 2026.
  • Sendero Wealth Management sold 549 Citigroup shares in Q2 2026, an estimated $71.5K.
  • Citigroup made up 0.05% of Sendero Wealth Management's portfolio in Q2 2026, its #165 holding.
  • Sendero Wealth Management first reported a position in Citigroup in Q4 2021 and has held it in 15 quarters since.
  • Sendero Wealth Management's Citigroup position peaked at $1.23M in Q2 2023.
  • 2,642 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.