Third View Private Wealth’s Citigroup C Stock Holding History

Third View Private 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	$816K	Buy	5,828 +635	+12%	+$82.7K	0.1%	148
2026 Q1	$589K	Buy	5,193 +1,116	+27%	+$127K	0.08%	154
2025 Q4	$476K	Buy	+4,077	New	+$423K	0.06%	178

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Third View Private Wealth's C Position: Q2 2026 in Review

Third View Private Wealth increased its Citigroup (C) stake by 12% in Q2 2026, buying an estimated $82.7K and bringing the position to 5,828 shares worth $816K. The position accounts for 0.1% of the portfolio, ranked #148.

Third View Private Wealth first reported a position in C in Q4 2025 and has held it in 3 quarters since. 1,647 funds tracked by Wall St. Rank hold C as of Q2 2026.

Third View Private Wealth held 5,828 shares of Citigroup worth $816K as of Q2 2026.
Third View Private Wealth bought 635 Citigroup shares in Q2 2026, an estimated $82.7K.
Citigroup made up 0.1% of Third View Private Wealth's portfolio in Q2 2026, its #148 holding.
Third View Private Wealth first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
1,647 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.