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Todd Wealth Management’s Citigroup C Stock Holding History

Todd 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
Q3 		$321K Sell
2,476
-138
-5% -$18.6K 0.24% 80
2026
Q2 		$366K Sell
2,614
-98
-4% -$12.8K 0.28% 68
2026
Q1 		$308K Sell
2,712
-246
-8% -$28K 0.28% 74
2025
Q4 		$345K Buy
+2,958
New +$307K 0.31% 67

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Todd Wealth Management's C Position: Q3 2026 in Review

Todd Wealth Management reduced its Citigroup (C) stake by 5.3% in Q3 2026, selling an estimated $18.6K and leaving 2,476 shares worth $321K. The position accounts for 0.24% of the portfolio, ranked #80.

Todd Wealth Management first reported a position in C in Q4 2025 and has held it in 4 quarters since. The position peaked at $366K in Q2 2026. 1,017 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Todd Wealth Management held 2,476 shares of Citigroup worth $321K as of Q3 2026.
  • Todd Wealth Management sold 138 Citigroup shares in Q3 2026, an estimated $18.6K.
  • Citigroup made up 0.24% of Todd Wealth Management's portfolio in Q3 2026, its #80 holding.
  • Todd Wealth Management first reported a position in Citigroup in Q4 2025 and has held it in 4 quarters since.
  • Todd Wealth Management's Citigroup position peaked at $366K in Q2 2026.
  • 1,017 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Todd Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.