TCV Trust & Wealth Management’s Citigroup C Stock Holding History

TCV Trust & Wealth 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	$245K	Sell	1,751 -831	-32%	-$108K	0.02%	200
2026 Q1	$293K	Buy	2,582 +80	+3%	+$9.11K	0.02%	181
2025 Q4	$292K	Buy	2,502 +280	+13%	+$29.1K	0.02%	186
2025 Q3	$226K	Buy	+2,222	New	+$211K	0.02%	211
2020 Q1	–	Sell	-3,337	Closed	-$266K	–	166
2019 Q4	$266K	Hold	3,337	–	–	0.03%	170
2019 Q3	$230K	Sell	3,337 -292	-8%	-$19.9K	0.03%	180
2019 Q2	$254K	Hold	3,629	–	–	0.03%	179
2019 Q1	$226K	Buy	+3,629	New	+$225K	0.03%	196
2018 Q4	–	Sell	-3,689	Closed	-$264K	–	205
2018 Q3	$264K	Sell	3,689 -40	-1%	-$2.83K	0.04%	186
2018 Q2	$250K	Sell	3,729 -440	-11%	-$30.3K	0.04%	186
2018 Q1	$281K	Buy	4,169 +540	+15%	+$40.6K	0.04%	166
2017 Q4	$270K	Buy	3,629 +350	+11%	+$25.9K	0.04%	167
2017 Q3	$238K	Sell	3,279 -65	-2%	-$4.44K	0.04%	173
2017 Q2	$224K	Buy	+3,344	New	+$205K	0.03%	179

Other funds holding C

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

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

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

TCV Trust & Wealth Management's C Position: Q2 2026 in Review

TCV Trust & Wealth Management reduced its Citigroup (C) stake by 32% in Q2 2026, selling an estimated $108K and leaving 1,751 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #200.

TCV Trust & Wealth Management first reported a position in C in Q2 2017 and has held it in 14 quarters since. The position peaked at $293K in Q1 2026. 1,184 funds tracked by Wall St. Rank hold C as of Q2 2026.

TCV Trust & Wealth Management held 1,751 shares of Citigroup worth $245K as of Q2 2026.
TCV Trust & Wealth Management sold 831 Citigroup shares in Q2 2026, an estimated $108K.
Citigroup made up 0.02% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #200 holding.
TCV Trust & Wealth Management first reported a position in Citigroup in Q2 2017 and has held it in 14 quarters since.
TCV Trust & Wealth Management's Citigroup position peaked at $293K in Q1 2026.
1,184 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.