SteelPeak Wealth’s Citigroup C Stock Holding History

SteelPeak Wealth’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	–	Hold	0	–	-$113K	–	657
2026 Q1	–	Hold	0	–	–	–	554

Other funds holding C

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

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

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

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

SteelPeak Wealth's C Position: Q2 2026 in Review

SteelPeak Wealth reduced its Citigroup (C) stake by 13% in Q2 2026, selling an estimated $1.38M and leaving 69,604 shares worth $9.74M. The position accounts for 0.25% of the portfolio, ranked #83.

SteelPeak Wealth first reported a position in C in Q4 2019 and has held it in 20 quarters since. 433 funds tracked by Wall St. Rank hold C as of Q2 2026.

SteelPeak Wealth held 69,604 shares of Citigroup worth $9.74M as of Q2 2026.
SteelPeak Wealth sold 10,571 Citigroup shares in Q2 2026, an estimated $1.38M.
Citigroup made up 0.25% of SteelPeak Wealth's portfolio in Q2 2026, its #83 holding.
SteelPeak Wealth first reported a position in Citigroup in Q4 2019 and has held it in 20 quarters since.
433 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.