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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

ARS Wealth Advisors Group's C Position: Q2 2026 in Review

ARS Wealth Advisors Group opened a new position in Citigroup (C) in Q2 2026: 1,475 shares worth $206K. The stake represents 0.02% of the portfolio and ranks #217 among its holdings. This is a return to the name: ARS Wealth Advisors Group previously reported a position in C as recently as Q2 2023.

ARS Wealth Advisors Group first reported a position in C in Q2 2022 and has held it in 6 quarters since. The position peaked at $5.22M in Q2 2022. 777 funds tracked by Wall St. Rank hold C as of Q2 2026.

ARS Wealth Advisors Group held 1,475 shares of Citigroup worth $206K as of Q2 2026.
Citigroup was a new ARS Wealth Advisors Group position in Q2 2026.
Citigroup made up 0.02% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #217 holding.
ARS Wealth Advisors Group first reported a position in Citigroup in Q2 2022 and has held it in 6 quarters since.
ARS Wealth Advisors Group's Citigroup position peaked at $5.22M in Q2 2022.
777 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.