SWS Partners’s Citigroup C Stock Holding History

SWS Partners’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	$974K	Hold	6,960	–	–	0.21%	86
2026 Q1	$789K	Hold	6,960	–	–	0.19%	94
2025 Q4	$812K	Sell	6,960 -97	-1%	-$10.1K	0.2%	97
2025 Q3	$716K	Buy	+7,057	New	+$670K	0.17%	102
2024 Q3	–	Sell	-707	Closed	-$44.9K	–	131
2024 Q2	$44.9K	Buy	+707	New	+$43.6K	0.01%	167
2018 Q1	–	Sell	-3	Closed	–	–	381
2017 Q4	$0	Buy	+3	New	+$222	﹤0.01%	396

Other funds holding C

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

SWS Partners's C Position: Q2 2026 in Review

SWS Partners held its Citigroup (C) position steady in Q2 2026 at 6,960 shares worth $974K. The position accounts for 0.21% of the portfolio, ranked #86.

SWS Partners first reported a position in C in Q4 2017 and has held it in 6 quarters since. 1,379 funds tracked by Wall St. Rank hold C as of Q2 2026.

SWS Partners held 6,960 shares of Citigroup worth $974K as of Q2 2026.
SWS Partners left its Citigroup share count unchanged in Q2 2026.
Citigroup made up 0.21% of SWS Partners's portfolio in Q2 2026, its #86 holding.
SWS Partners first reported a position in Citigroup in Q4 2017 and has held it in 6 quarters since.
1,379 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on SWS Partners's 13F filing for Q2 2026, filed 3 Aug 2026.