Third View Private Wealth
C icon

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
Q3 		$813K Buy
6,282
+454
+8% +$61.1K 0.1% 135
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Third View Private Wealth's C Position: Q3 2026 in Review

Third View Private Wealth increased its Citigroup (C) stake by 7.8% in Q3 2026, buying an estimated $61.1K and bringing the position to 6,282 shares worth $813K. The position accounts for 0.1% of the portfolio, ranked #135.

Third View Private Wealth first reported a position in C in Q4 2025 and has held it in 4 quarters since. The position peaked at $816K in Q2 2026. 1,509 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Third View Private Wealth held 6,282 shares of Citigroup worth $813K as of Q3 2026.
  • Third View Private Wealth bought 454 Citigroup shares in Q3 2026, an estimated $61.1K.
  • Citigroup made up 0.1% of Third View Private Wealth's portfolio in Q3 2026, its #135 holding.
  • Third View Private Wealth first reported a position in Citigroup in Q4 2025 and has held it in 4 quarters since.
  • Third View Private Wealth's Citigroup position peaked at $816K in Q2 2026.
  • 1,509 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.