TrueWealth Advisors’s Citigroup C Stock Holding History

TrueWealth Advisors’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	$1.03M	Buy	7,387 +162	+2%	+$21.1K	0.23%	85
2026 Q1	$819K	Buy	7,225 +754	+12%	+$85.9K	0.21%	92
2025 Q4	$755K	Sell	6,471 -316	-5%	-$32.8K	0.2%	97
2025 Q3	$689K	Sell	6,787 -220	-3%	-$20.9K	0.19%	102
2025 Q2	$596K	Buy	7,007 +520	+8%	+$37.6K	0.18%	103
2025 Q1	$460K	Buy	6,487 +502	+8%	+$38.3K	0.15%	117
2024 Q4	$421K	Buy	5,985 +437	+8%	+$29.5K	0.14%	136
2024 Q3	$347K	Buy	5,548 +480	+9%	+$29.7K	0.12%	158
2024 Q2	$322K	Buy	5,068 +238	+5%	+$14.7K	0.12%	139
2024 Q1	$305K	Sell	4,830 -85	-2%	-$4.73K	0.12%	145
2023 Q4	$253K	Buy	+4,915	New	+$218K	0.1%	160

Other funds holding C

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

TrueWealth Advisors's C Position: Q2 2026 in Review

TrueWealth Advisors increased its Citigroup (C) stake by 2.2% in Q2 2026, buying an estimated $21.1K and bringing the position to 7,387 shares worth $1.03M. The position accounts for 0.23% of the portfolio, ranked #85.

TrueWealth Advisors first reported a position in C in Q4 2023 and has held it in 11 quarters since. 1,159 funds tracked by Wall St. Rank hold C as of Q2 2026.

TrueWealth Advisors held 7,387 shares of Citigroup worth $1.03M as of Q2 2026.
TrueWealth Advisors bought 162 Citigroup shares in Q2 2026, an estimated $21.1K.
Citigroup made up 0.23% of TrueWealth Advisors's portfolio in Q2 2026, its #85 holding.
TrueWealth Advisors first reported a position in Citigroup in Q4 2023 and has held it in 11 quarters since.
1,159 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.