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Portfolio (Quarterly) Guide ↗

CITIGROUP INC

· CIK 0000831001
13F Portfolio $302.7B AUM 11,343 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 739 New 3319 Added 1403 Reduced 1082 Exited
Page 273 of 284  ·  5,678 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
5441 THEMES ETF TR 29.0 $664.0 NEW $22.90
5442 SIEB SIEBERT FINL CORP Financial Services 400.0 $660.0 -864.0 -68.3% $1.65 +23.0%
5443 FORBRIGHT INC 36.0 $658.0 NEW $18.28
5444 CRDF CARDIFF ONCOLOGY INC Healthcare 501.0 $651.0 -902.0 -64.3% $1.30 -30.9%
5445 DATAVAULT AI INC 1,772.0 $620.0 -192K -99.1% $0.35
5446 TRIN TRINITY CAP INC Financial Services 34.0 $608.0 NEW $17.88 +1.4%
5447 ACTU ACTUATE THERAPEUTICS INC Healthcare 395.0 $604.0 +180.0 +83.7% $1.53 -30.7%
5448 KYIV KYIVSTAR GROUP LTD Communication Services 37.0 $598.0 +19.0 +105.6% $16.16 -20.4%
5449 DIGINEX LTD 403.0 $596.0 NEW $1.48
5450 RZG INVESCO EXCHANGE TRADED FD T 8.0 $583.0 $72.88 -5.1%
5451 NEON NEONODE INC Technology 620.0 $583.0 +336.0 +118.3% $0.94 -4.4%
5452 NXGL NEXGEL INC Healthcare 1,142.0 $572.0 +147.0 +14.8% $0.50 -19.4%
5453 RAIN ENHANCEMENT TECHNOLOGIE 274.0 $567.0 NEW $2.07
5454 TNON TENON MEDICAL INC Healthcare 1,730.0 $564.0 +2K +10000.0% $0.33 +3399.9%
5455 MXCT MAXCYTE INC Healthcare 454.0 $559.0 -36K -98.8% $1.23 +12.9%
5456 CALL SMX SEC MATTERS PLC 25,003.0 $543.0 $0.02
5457 ATYR ATYR PHARMA INC Healthcare 900.0 $537.0 -2K -70.7% $0.60 -10.7%
5458 FAZ DIREXION SHARES ETF TRUST 13.0 $512.0 NEW $39.38 -18.6%
5459 CALL OPENDOOR TECHNOLOGIES INC 1,765.0 $499.0 $0.28
5460 NXL NEXALIN TECHNOLOGY INC Healthcare 1,459.0 $481.0 NEW $0.33 +0.1%
Page 273 of 284  ·  5,678 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 42.4%
Financial Services 12.4%
Consumer Cyclical 9.3%
Healthcare 8.1%
Communication Services 7.4%
Industrials 7.1%
Consumer Defensive 3.5%
Utilities 2.9%
Energy 2.6%
Basic Materials 2.4%