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Summit Wealth Group (Colorado)’s Citigroup C Stock Holding History

Summit Wealth Group (Colorado)’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 		$384K Buy
2,743
+612
+29% +$79.7K 0.03% 253
2026
Q1 		$242K Buy
+2,131
New +$243K 0.03% 295
2025
Q4 		– Sell
-1,054
Closed -$274K – 291
2025
Q3 		$274K Buy
+1,054
New +$100K 0.04% 206

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Summit Wealth Group (Colorado)'s C Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Citigroup (C) stake by 29% in Q2 2026, buying an estimated $79.7K and bringing the position to 2,743 shares worth $384K. The position accounts for 0.03% of the portfolio, ranked #253.

Summit Wealth Group (Colorado) first reported a position in C in Q3 2025 and has held it in 3 quarters since. 1,179 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Summit Wealth Group (Colorado) held 2,743 shares of Citigroup worth $384K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 612 Citigroup shares in Q2 2026, an estimated $79.7K.
  • Citigroup made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #253 holding.
  • Summit Wealth Group (Colorado) first reported a position in Citigroup in Q3 2025 and has held it in 3 quarters since.
  • 1,179 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.