Traveka Wealth
C icon

Traveka Wealth’s Citigroup C Stock Holding History

Traveka 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 		$319K Buy
2,464
+156
+7% +$21K 0.1% 142
2026
Q2 		$323K Buy
2,308
+19
+0.8% +$2.47K 0.11% 129
2026
Q1 		$260K Hold
2,289
– – 0.1% 149
2025
Q4 		$267K Buy
2,289
+25
+1% +$2.6K 0.11% 146
2025
Q3 		$230K Buy
+2,264
New +$215K 0.1% 153

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 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

Traveka Wealth's C Position: Q3 2026 in Review

Traveka Wealth increased its Citigroup (C) stake by 6.8% in Q3 2026, buying an estimated $21K and bringing the position to 2,464 shares worth $319K. The position accounts for 0.1% of the portfolio, ranked #142.

Traveka Wealth first reported a position in C in Q3 2025 and has held it in 5 quarters since. The position peaked at $323K in Q2 2026. 1,743 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Traveka Wealth held 2,464 shares of Citigroup worth $319K as of Q3 2026.
  • Traveka Wealth bought 156 Citigroup shares in Q3 2026, an estimated $21K.
  • Citigroup made up 0.1% of Traveka Wealth's portfolio in Q3 2026, its #142 holding.
  • Traveka Wealth first reported a position in Citigroup in Q3 2025 and has held it in 5 quarters since.
  • Traveka Wealth's Citigroup position peaked at $323K in Q2 2026.
  • 1,743 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

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