SWIM
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Smallwood Wealth Investment Management’s Citigroup C Stock Holding History

Smallwood Wealth Investment 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 		$96.7K Buy
691
+95
+16% +$12.4K 0.04% 144
2026
Q1 		$67.6K Buy
596
+245
+70% +$27.9K 0.04% 153
2025
Q4 		$41K Buy
351
+20
+6% +$2.08K 0.02% 191
2025
Q3 		$33.6K Hold
331
– – 0.02% 220
2025
Q2 		$28.2K Hold
331
– – 0.02% 223
2025
Q1 		$23.5K Buy
+331
New +$25.2K 0.01% 234

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Smallwood Wealth Investment Management's C Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its Citigroup (C) stake by 16% in Q2 2026, buying an estimated $12.4K and bringing the position to 691 shares worth $96.7K. The position accounts for 0.04% of the portfolio, ranked #144.

Smallwood Wealth Investment Management first reported a position in C in Q1 2025 and has held it in 6 quarters since. 1,054 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Smallwood Wealth Investment Management held 691 shares of Citigroup worth $96.7K as of Q2 2026.
  • Smallwood Wealth Investment Management bought 95 Citigroup shares in Q2 2026, an estimated $12.4K.
  • Citigroup made up 0.04% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #144 holding.
  • Smallwood Wealth Investment Management first reported a position in Citigroup in Q1 2025 and has held it in 6 quarters since.
  • 1,054 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.