B.A. Schrock Wealth Management, Inc.’s Citigroup C Stock Holding History

B.A. Schrock Wealth Management, Inc.’s Portfolio C Stock Details C Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.69M	Buy	+36,910	New	+$4.97M	1.71%	19

Other funds holding C

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc.'s C Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in Citigroup (C) in Q3 2026: 36,910 shares worth $4.69M. The stake represents 1.71% of the portfolio and ranks #19 among its holdings.

323 funds tracked by Wall St. Rank hold C as of Q3 2026.

B.A. Schrock Wealth Management, Inc. held 36,910 shares of Citigroup worth $4.69M as of Q3 2026.
Citigroup was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
Citigroup made up 1.71% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #19 holding.
323 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.