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Citigroup shares owned by Cypress Point Wealth Management

Quarter-by-quarter ownership of Citigroup (C) shares owned by Cypress Point Wealth Management from 13F filings

Historical chart of Cypress Point Wealth Management investment in Citigroup

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All positions including Citigroup held by Cypress Point Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Citigroup by Cypress Point Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $298k 2.6k 113.41
2021-09-30 $66k 942 70.06
2021-06-30 $65k 925 70.27

More positions owned by Cypress Point Wealth Management

Palantir Technologies Cl A (PLTR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Avantis Us Larg (AVLC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
American Centy Etf Tr Us Eqt Etf (AVUS)
Exxon Mobil Corporation (XOM)

View all positions for Cypress Point Wealth Management

Top funds holding Citigroup

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Franklin Resources
Fisher Investments
FMR
Susquehanna International
Norges Bank Investment Management
Bank of New York Mellon
Citadel Advisors
Northern Trust
Massachusetts Financial Services
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View all funds holding Citigroup