ARS Wealth Advisors Group
C icon

ARS Wealth Advisors Group’s Citigroup C Stock Holding History

ARS Wealth Advisors Group’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 		$204K Buy
1,575
+100
+7% +$13.5K 0.01% 215
2026
Q2 		$206K Buy
+1,475
New +$192K 0.02% 217
2023
Q3 		– Sell
-6,235
Closed -$287K – 149
2023
Q2 		$287K Sell
6,235
-4,324
-41% -$203K 0.05% 119
2023
Q1 		$495K Sell
10,559
-61,394
-85% -$3.01M 0.09% 81
2022
Q4 		$3.25M Sell
71,953
-41,782
-37% -$1.9M 0.54% 51
2022
Q3 		$4.74M Buy
113,735
+228
+0.2% +$11.3K 0.72% 47
2022
Q2 		$5.22M Buy
+113,507
New +$5.68M 0.72% 47

Other funds holding C

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

ARS Wealth Advisors Group's C Position: Q3 2026 in Review

ARS Wealth Advisors Group increased its Citigroup (C) stake by 6.8% in Q3 2026, buying an estimated $13.5K and bringing the position to 1,575 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #215.

ARS Wealth Advisors Group first reported a position in C in Q2 2022 and has held it in 7 quarters since. The position peaked at $5.22M in Q2 2022. 2,277 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • ARS Wealth Advisors Group held 1,575 shares of Citigroup worth $204K as of Q3 2026.
  • ARS Wealth Advisors Group bought 100 Citigroup shares in Q3 2026, an estimated $13.5K.
  • Citigroup made up 0.01% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #215 holding.
  • ARS Wealth Advisors Group first reported a position in Citigroup in Q2 2022 and has held it in 7 quarters since.
  • ARS Wealth Advisors Group's Citigroup position peaked at $5.22M in Q2 2022.
  • 2,277 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.