Triumph Capital Management’s Citigroup C Stock Holding History

Triumph 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 Q3	$270K	Buy	2,084 +16	+0.8%	+$2.16K	0.05%	326
2026 Q2	$289K	Buy	2,068 +7	+0.3%	+$911	0.05%	303
2026 Q1	$234K	Buy	2,061 +278	+16%	+$31.7K	0.05%	309
2025 Q4	$208K	Buy	+1,783	New	+$185K	0.05%	302
2023 Q4	–	Sell	-14,673	Closed	-$603K	–	224
2023 Q3	$603K	Buy	14,673 +1,530	+12%	+$67.2K	0.27%	86
2023 Q2	$605K	Buy	13,143 +4,176	+47%	+$196K	0.27%	78
2023 Q1	$420K	Buy	8,967 +2,143	+31%	+$105K	0.21%	92
2022 Q4	$309K	Sell	6,824 -1,344	-16%	-$61.1K	0.17%	139
2022 Q3	$340K	Buy	8,168 +834	+11%	+$41.2K	0.19%	118
2022 Q2	$337K	Buy	7,334 +2,388	+48%	+$119K	0.18%	130
2022 Q1	$264K	Buy	+4,946	New	+$306K	0.11%	176

Other funds holding C

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Triumph Capital Management's C Position: Q3 2026 in Review

Triumph Capital Management increased its Citigroup (C) stake by 0.77% in Q3 2026, buying an estimated $2.16K and bringing the position to 2,084 shares worth $270K. The position accounts for 0.05% of the portfolio, ranked #326.

Triumph Capital Management first reported a position in C in Q1 2022 and has held it in 11 quarters since. The position peaked at $605K in Q2 2023. 1,243 funds tracked by Wall St. Rank hold C as of Q3 2026.

Triumph Capital Management held 2,084 shares of Citigroup worth $270K as of Q3 2026.
Triumph Capital Management bought 16 Citigroup shares in Q3 2026, an estimated $2.16K.
Citigroup made up 0.05% of Triumph Capital Management's portfolio in Q3 2026, its #326 holding.
Triumph Capital Management first reported a position in Citigroup in Q1 2022 and has held it in 11 quarters since.
Triumph Capital Management's Citigroup position peaked at $605K in Q2 2023.
1,243 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.