Aaron Wealth Advisors
C icon

Aaron Wealth Advisors’s Citigroup C Stock Holding History

Aaron Wealth Advisors’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 		$3.95M Buy
30,484
+1,108
+4% +$149K 0.19% 62
2026
Q2 		$4.11M Buy
29,376
+719
+3% +$93.6K 0.21% 62
2026
Q1 		$3.25M Sell
28,657
-1,561
-5% -$178K 0.18% 72
2025
Q4 		$3.53M Buy
30,218
+3,374
+13% +$350K 0.19% 69
2025
Q3 		$2.72M Buy
26,844
+13,972
+109% +$1.33M 0.16% 74
2025
Q2 		$1.1M Buy
12,872
+1,269
+11% +$91.7K 0.11% 124
2025
Q1 		$824K Buy
11,603
+947
+9% +$72.2K 0.09% 144
2024
Q4 		$750K Buy
10,656
+886
+9% +$59.7K 0.09% 148
2024
Q3 		$612K Buy
9,770
+2,732
+39% +$169K 0.07% 167
2024
Q2 		$447K Buy
7,038
+1,247
+22% +$76.9K 0.06% 176
2024
Q1 		$366K Buy
5,791
+1,661
+40% +$92.4K 0.05% 197
2023
Q4 		$212K Buy
+4,130
New +$183K 0.04% 237
2022
Q2 		– Sell
-1,846
Closed -$98.6K – 289
2022
Q1 		$98.6K Buy
+1,846
New +$114K 0.02% 277

Other funds holding C

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Aaron Wealth Advisors's C Position: Q3 2026 in Review

Aaron Wealth Advisors increased its Citigroup (C) stake by 3.8% in Q3 2026, buying an estimated $149K and bringing the position to 30,484 shares worth $3.95M. The position accounts for 0.19% of the portfolio, ranked #62.

Aaron Wealth Advisors first reported a position in C in Q1 2022 and has held it in 13 quarters since. The position peaked at $4.11M in Q2 2026. 811 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Aaron Wealth Advisors held 30,484 shares of Citigroup worth $3.95M as of Q3 2026.
  • Aaron Wealth Advisors bought 1,108 Citigroup shares in Q3 2026, an estimated $149K.
  • Citigroup made up 0.19% of Aaron Wealth Advisors's portfolio in Q3 2026, its #62 holding.
  • Aaron Wealth Advisors first reported a position in Citigroup in Q1 2022 and has held it in 13 quarters since.
  • Aaron Wealth Advisors's Citigroup position peaked at $4.11M in Q2 2026.
  • 811 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.