Rothwell Investment Advisors, LLC’s Citigroup C Stock Holding History

Rothwell Investment Advisors, LLC’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	$7.7K	Buy	+59	New	+$7.95K	﹤0.01%	821

Other funds holding C

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Rothwell Investment Advisors, LLC's C Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Citigroup (C) in Q3 2026: 59 shares worth $7.7K. The stake represents ﹤0.01% of the portfolio and ranks #821 among its holdings.

1,509 funds tracked by Wall St. Rank hold C as of Q3 2026.

Rothwell Investment Advisors, LLC held 59 shares of Citigroup worth $7.7K as of Q3 2026.
Citigroup was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Citigroup made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #821 holding.
1,509 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.