UWM
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Urban Wealth Management’s Citigroup C Stock Holding History

Urban 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
Q2 		$1.18M Sell
8,418
-496
-6% -$64.6K 1.03% 22
2026
Q1 		$1.01M Sell
8,914
-467
-5% -$53.2K 1.03% 23
2025
Q4 		$1.09M Buy
+9,381
New +$974K 1.02% 26
2020
Q4 		$456K Buy
+7,401
New +$376K 0.38% 65

Other funds holding C

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
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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

Urban Wealth Management's C Position: Q2 2026 in Review

Urban Wealth Management reduced its Citigroup (C) stake by 5.6% in Q2 2026, selling an estimated $64.6K and leaving 8,418 shares worth $1.18M. The position accounts for 1.03% of the portfolio, ranked #22.

Urban Wealth Management first reported a position in C in Q4 2020 and has held it in 4 quarters since. 1,179 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Urban Wealth Management held 8,418 shares of Citigroup worth $1.18M as of Q2 2026.
  • Urban Wealth Management sold 496 Citigroup shares in Q2 2026, an estimated $64.6K.
  • Citigroup made up 1.03% of Urban Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Urban Wealth Management first reported a position in Citigroup in Q4 2020 and has held it in 4 quarters since.
  • 1,179 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Urban Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.