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Towercrest Capital Management’s Citigroup C Stock Holding History

Towercrest Capital 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 		$411K Hold
2,939
– – 0.06% 75
2026
Q1 		$333K Hold
2,939
– – 0.05% 81
2025
Q4 		$343K Sell
2,939
-500
-15% -$51.9K 0.05% 79
2025
Q3 		$349K Buy
3,439
+925
+37% +$87.8K 0.06% 79
2025
Q2 		$214K Buy
+2,514
New +$182K 0.04% 88

Other funds holding C

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Envestnet Asset Management
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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Towercrest Capital Management's C Position: Q2 2026 in Review

Towercrest Capital Management held its Citigroup (C) position steady in Q2 2026 at 2,939 shares worth $411K. The position accounts for 0.06% of the portfolio, ranked #75.

Towercrest Capital Management first reported a position in C in Q2 2025 and has held it in 5 quarters since. 1,251 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Towercrest Capital Management held 2,939 shares of Citigroup worth $411K as of Q2 2026.
  • Towercrest Capital Management left its Citigroup share count unchanged in Q2 2026.
  • Citigroup made up 0.06% of Towercrest Capital Management's portfolio in Q2 2026, its #75 holding.
  • Towercrest Capital Management first reported a position in Citigroup in Q2 2025 and has held it in 5 quarters since.
  • 1,251 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Towercrest Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.