Sumitomo Mitsui DS Asset Management’s Citigroup C Stock Holding History

Sumitomo Mitsui DS Asset 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	$35.8M	Sell	255,500 -7,739	-3%	-$1.01M	0.25%	84
2026 Q1	$29.9M	Buy	263,239 +2,004	+0.8%	+$228K	0.24%	83
2025 Q4	$30.5M	Buy	261,235 +2,573	+1%	+$267K	0.24%	81
2025 Q3	$26.3M	Buy	258,662 +732	+0.3%	+$69.5K	0.21%	89
2025 Q2	$22M	Buy	257,930 +9,644	+4%	+$697K	0.2%	95
2025 Q1	$17.6M	Buy	248,286 +2,907	+1%	+$222K	0.18%	108
2024 Q4	$17.3M	Buy	245,379 +16,460	+7%	+$1.11M	0.18%	105
2024 Q3	$14.3M	Buy	228,919 +7,878	+4%	+$487K	0.15%	122
2024 Q2	$14M	Buy	221,041 +7,035	+3%	+$434K	0.17%	112
2024 Q1	$13.5M	Buy	214,006 +6,989	+3%	+$389K	0.17%	111
2023 Q4	$10.6M	Sell	207,017 -23,472	-10%	-$1.04M	0.14%	159
2023 Q3	$9.48M	Buy	230,489 +29,178	+14%	+$1.28M	0.15%	132
2023 Q2	$9.27M	Buy	201,311 +41,571	+26%	+$1.95M	0.14%	133
2023 Q1	$7.49M	Sell	159,740 -14,079	-8%	-$691K	0.14%	139
2022 Q4	$7.86M	Buy	173,819 +11,282	+7%	+$513K	0.16%	122
2022 Q3	$6.77M	Buy	162,537 +7,454	+5%	+$368K	0.15%	122
2022 Q2	$7.13M	Buy	155,083 +28,213	+22%	+$1.41M	0.17%	111
2022 Q1	$6.78M	Sell	126,870 -3,648	-3%	-$225K	0.14%	129
2021 Q4	$7.88M	Buy	130,518 +2,253	+2%	+$150K	0.16%	121
2021 Q3	$9M	Sell	128,265 -3,173	-2%	-$222K	0.21%	97
2021 Q2	$9.3M	Buy	131,438 +724	+0.6%	+$53.6K	0.22%	95
2021 Q1	$9.51M	Buy	130,714 +1,062	+0.8%	+$70.9K	0.25%	86
2020 Q4	$7.99M	Sell	129,652 -1,297	-1%	-$65.9K	0.23%	95
2020 Q3	$5.64M	Buy	130,949 +1,132	+0.9%	+$56.4K	0.18%	105
2020 Q2	$6.63M	Sell	129,817 -4,902	-4%	-$233K	0.23%	91
2020 Q1	$5.67M	Sell	134,719 -4,572	-3%	-$307K	0.23%	92
2019 Q4	$11.1M	Sell	139,291 -4,425	-3%	-$327K	0.38%	56
2019 Q3	$9.93M	Buy	143,716 +12,701	+10%	+$864K	0.37%	56
2019 Q2	$9.17M	Sell	131,015 -38,807	-23%	-$2.6M	0.37%	57
2019 Q1	$10.6M	Buy	169,822 +2,876	+2%	+$179K	0.17%	125
2018 Q4	$8.69M	Sell	166,946 -10,414	-6%	-$659K	0.16%	128
2018 Q3	$12.7M	Sell	177,360 -1,661	-0.9%	-$117K	0.2%	109
2018 Q2	$12M	Sell	179,021 -5,282	-3%	-$364K	0.18%	110
2018 Q1	$12.4M	Sell	184,303 -11,582	-6%	-$871K	0.18%	111
2017 Q4	$14.6M	Sell	195,885 -14,640	-7%	-$1.08M	0.22%	100
2017 Q3	$15.3M	Sell	210,525 -9,638	-4%	-$658K	0.24%	102
2017 Q2	$14.7M	Sell	220,163 -16,630	-7%	-$1.02M	0.24%	100
2017 Q1	$14.2M	Buy	236,793 +17,940	+8%	+$1.06M	0.24%	101
2016 Q4	$13M	Sell	218,853 -9,969	-4%	-$538K	0.25%	114
2016 Q3	$10.8M	Sell	228,822 -564	-0.2%	-$25.7K	0.24%	129
2016 Q2	$9.72M	Buy	229,386 +2,628	+1%	+$116K	0.3%	97
2016 Q1	$9.47M	Buy	226,758 +4,694	+2%	+$196K	0.29%	102
2015 Q4	$11.5M	Sell	222,064 -11,044	-5%	-$586K	0.39%	80
2015 Q3	$11.6M	Sell	233,108 -700	-0.3%	-$38.2K	0.4%	72
2015 Q2	$12.9M	Sell	233,808 -9,044	-4%	-$492K	0.41%	70
2015 Q1	$12.5M	Sell	242,852 -23,195	-9%	-$1.18M	0.38%	76
2014 Q4	$14.4M	Sell	266,047 -27,655	-9%	-$1.47M	0.44%	63
2014 Q3	$15.2M	Sell	293,702 -25,145	-8%	-$1.26M	0.47%	59
2014 Q2	$15M	Sell	318,847 -148,025	-32%	-$7.04M	0.43%	63
2014 Q1	$22.2M	Sell	466,872 -59,847	-11%	-$2.98M	0.66%	34
2013 Q4	$27.4M	Sell	526,719 -3,788	-0.7%	-$192K	0.79%	23
2013 Q3	$25.7M	Buy	530,507 +8,489	+2%	+$429K	0.74%	26
2013 Q2	$25M	Buy	+522,018	New	+$25.1M	0.71%	35

Other funds holding C

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Sumitomo Mitsui DS Asset Management's C Position: Q2 2026 in Review

Sumitomo Mitsui DS Asset Management reduced its Citigroup (C) stake by 2.9% in Q2 2026, selling an estimated $1.01M and leaving 255,500 shares worth $35.8M. The position accounts for 0.25% of the portfolio, ranked #84.

Sumitomo Mitsui DS Asset Management first reported a position in C in Q2 2013 and has held it in 53 quarters since. 803 funds tracked by Wall St. Rank hold C as of Q2 2026.

Sumitomo Mitsui DS Asset Management held 255,500 shares of Citigroup worth $35.8M as of Q2 2026.
Sumitomo Mitsui DS Asset Management sold 7,739 Citigroup shares in Q2 2026, an estimated $1.01M.
Citigroup made up 0.25% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #84 holding.
Sumitomo Mitsui DS Asset Management first reported a position in Citigroup in Q2 2013 and has held it in 53 quarters since.
803 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.