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Citigroup shares owned by Smallwood Wealth Investment Management

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

Historical chart of Smallwood Wealth Investment Management investment in Citigroup

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Citigroup by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $34k 331 101.51
2025-06-30 $28k 331 85.13
2025-03-31 $24k 331 71.00

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Intercontinental Exchange (ICE)
Ea Series Trust Freedom 100 Em (FRDM)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
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Jpmorgan Chase Finl Cal Lkd 44 (AMJB)
Microsoft Corporation (MSFT)

View all positions for Smallwood Wealth Investment Management

Top funds holding Citigroup

BlackRock
Vanguard Group
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Fisher Investments
Franklin Resources
FMR
Bank of New York Mellon
Morgan Stanley
Susquehanna International
Citadel Advisors
Northern Trust
Jpmorgan Chase & Co
Massachusetts Financial Services

View all funds holding Citigroup