What smart money is saying about Citigroup
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No fund has written a full thesis on Citigroup in our archive, but 11 fund letters report a position in it — most recently Liontrust GF Global Alpha Fund in July 2026.
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11
Reported positions
3
Bought
0
Sold
12
Letters
Position history
Between Q2 2026 and Q3 2026, 11 fund letters reported a position in Citigroup — 3 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 2 | 0 | 0 |
| Q2 2026 | 9 | 1 | 0 | 0 |
Fund activity · 11 positions · 3 moves
- New positionLiontrust GF Global Alpha FundJuly 2026
“Portfolio changes The portfolio added three names in the financials sector: NU Holdings, Citigroup and Wells Fargo.”
Citigroup - New positionLiontrust Global Alpha FundJuly 2026
“Portfolio changes The portfolio added three names in the financials sector: NU Holdings, Citigroup and Wells Fargo. Financials look set to benefit from the ‘stronger for longer’ theme”
Citigroup - June 2026
“It is also notable how diversified our return was for the quarter. Samsung was, of course, a home run and our best performer. But Elevance (health insurance company), Alphabet, Bank of New York Mellon (trust and custody bank) and Citigroup (money center bank) all returned between 22% and 33%.”
Citigroup - June 2026
“Through most of April, with yields still looking high and therefore offering value against our models, we were happy to pick up limited issuance of six-month paper from issuers that scored well on our credit and ESG criteria, such as Swedbank, United Overseas Bank and Nordea Bank, all at yields well over SONIA. As yields decreased, participation in these longer maturity instruments decreased, with the focus on three- month CDs from the likes of KBC, Citibank and Santander.”
Citigroup - June 2026
“Aramark (contract catering), Elevance (health insurance company), Alphabet and Citigroup (money center bank) all returned between 24% and 40%.”
Citigroup - June 2026
“The diverse source of our returns this quarter is notable. Samsung was, of course, a home run and our best performer. But Aramark (contract catering), Elevance (health insurance company), Alphabet and Citigroup (money center bank) all returned between 24% and 40%.”
Citigroup - HoldsGator Financial Partners Financials Sector Hedge FundsJune 2026
“The largest detractors were long positions in Fiserv and Carlyle and short positions in TD Bank, Citigroup, and KeyCorp.”
Citigroup - June 2026
“As yields decreased, participation in these longer maturity instruments decreased, with the focus on three-month CDs from the likes of Australia and New Zealand Banking KBC, Citibank and Santander.”
Citigroup “In financials, the strategy saw good performance from large banks, including Citigroup, on an increase in fees and a strong IPO pipeline coupled with a lack of exposure to financial exchanges, which faced new competition from non-financial institutions.”
Citigroup- June 2026
“Nevertheless, several of the Fund’s bank holdings performed well, including U.S.-based Citigroup, Switzerland-based UBS and Austria-based Erste Group.”
Citigroup - HoldsHomestead Advisers FundsJune 2026
Listed in Homestead Advisers Funds’s reported holdings.
Citigroup
Also mentioned · 1
These funds discuss Citigroup — as a competitor, benchmark or comparable — without disclosing a position in it.
- September 2026
“Over two years ago, some impressive banks, asset managers and trading firms decided to launch a low-cost alternative to the existing stock and option exchanges. The Members Exchange or MEMX is jointly owned by a “who’s who” of Wall Street, with Bank of America, Blackrock, Citadel, Citigroup, Charles Schwab, E*Trade, Fidelity Investments, Goldman Sachs, JP Morgan Chase, Morgan Stanley, TD Ameritrade, UBS, Virtu and Wells Fargo as owners.”
Citigroup
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