Curated Wealth Partners 13F: Cuts Citigroup (C) Stake by $149M

Curated Wealth Partners made a large reduction to its holdings in Citigroup Inc. (NYSE: C), cutting its position by 98.9% during the period. The move was revealed in a Form 13F filing with the Securities and Exchange Commission on October 15, 2026. Because 13F filings look backward at the previous quarter, this report reflects holdings as of that date and may not capture the fund's current stance.

Inside Curated Wealth Partners's Citigroup Trade

During the quarter, Curated Wealth Partners sold off 1,151,554 shares of Citigroup. That massive cut left the firm holding just 13,172 shares. The remaining stake had a reported value of $1,705,512 at the time of the filing. This follows a busy stretch for the fund, which also adjusted positions in several other equities recently.

Other Institutional Activity in Citigroup

Other major institutional investors also adjusted their exposure to Citigroup during the reporting cycle. Blackrock Inc. reduced its holdings by 4,275,206 shares, ending with 149,509,189 shares worth about $18,578,012,144. Vanguard Capital Management LLC cut its stake by 2,423,343 shares to hold 107,301,82 shares valued at roughly $13,324,422,644. State Street Corporation trimmed its position by 132,670 shares, finishing with 77,908,419 shares worth about $9,680,900,311. Geode Capital Management, LLC lowered its holdings by 1,256,652 shares to 41,054,866 shares valued at roughly $5,101,477,736. On the other hand, Fisher Asset Management, LLC grew its holdings by 1,236,220 shares, wrapping up the period with 36,456,162 shares worth about $4,530,042,767.

Citigroup Inc. Stock Up 1.5%

Citigroup shares recently traded around $124.05. The stock sits about 6.6% below its 50-day moving average of $132.86 and about 1.8% below its 200-day moving average of $126.35. Over the past 52 weeks, the bank's shares have traded as low as $95.00 and as high as $147.96. The company has a market capitalization of roughly $206.68 billion and a price-to-earnings ratio of 12.01.

Recent Earnings

For its trailing twelve months, Citigroup reported $83,299,000,320 in revenue along with basic earnings per share of $10.26. The firm posted a net profit margin of 23.2% and a return on equity of 9.4%. Year-over-year revenue growth stood at 8.0%. The bank's next quarterly earnings report is scheduled for release on January 14, 2027.

Dividend

Citigroup currently pays an annual dividend yielding 2.18%. The company's dividend payout ratio sits at 25.9%, meaning it uses just over a quarter of its earnings to fund payouts to shareholders.

Insider Buying and Selling at Citigroup Inc.

Company insiders have also been active in the market. Chief Financial Officer Mark A.L. Mason sold 3,627 shares on February 20, 2026, for a total value of $416,045. Officer Edward Skyler sold 25,000 shares on April 15, 2026, at an average price of $131.41, totaling $3,285,350. On the same day, officer Nicole M. Giles sold 12,732 shares at $131.80 for a total of $1,678,078. Later, on May 8, 2026, director John Cunningham Dugan sold 2,117 shares at $125.30, raising $265,260.

Analysts Set New Price Targets

Wall Street firms have kept a close eye on the banking group. On October 2, 2026, JP Morgan maintained its Overweight rating and adjusted its price target from $149.00 to $147.00. UBS maintained a Neutral rating on October 5, 2026, lowering its target from $142.00 to $139.00. Evercore ISI Group kept an In-Line rating on October 14, 2026, while nudging its target down from $140.00 to $135.00. On that same date, TD Cowen maintained a Buy rating while lowering its target from $150.00 to $148.00, and RBC Capital maintained an Outperform rating while reducing its target from $150.00 to $135.00. Overall, the stock holds a consensus Buy recommendation with an average analyst price target of $150.71 across 21 opinions.

About Citigroup Inc.

Citigroup Inc. is a major diversified financial services holding company headquartered in New York, NY. It provides financial products and services to consumers, corporations, governments, and institutions through segments spanning services, markets, banking, retail banking, and wealth management. Institutional adjustments like the one reported by Curated Wealth Partners offer a window into how professional managers rebalance large capital allocations across the banking sector.

Bottom Line

Investors tracking Curated Wealth Partners will want to watch subsequent SEC filings to see whether the fund continues to unwind positions in major financial institutions. Citigroup's upcoming earnings report in January 2027 will also provide fresh data on the bank's operational performance. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.