AWM
C icon

Avaii Wealth Management’s Citigroup C Stock Holding History

Avaii Wealth Management’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 		$253K Sell
1,969
-76
-4% -$10.2K 0.07% 153
2026
Q2 		$286K Buy
2,045
+10
+0.5% +$1.3K 0.08% 143
2026
Q1 		$231K Sell
2,035
-3,118
-61% -$355K 0.08% 147
2025
Q4 		$601K Sell
5,153
-166
-3% -$17.2K 0.22% 60
2025
Q3 		$540K Buy
5,319
+351
+7% +$33.3K 0.21% 67
2025
Q2 		$423K Buy
4,968
+227
+5% +$16.4K 0.19% 68
2025
Q1 		$337K Buy
4,741
+529
+13% +$40.3K 0.18% 77
2024
Q4 		$296K Sell
4,212
-128
-3% -$8.63K 0.15% 94
2024
Q3 		$272K Sell
4,340
-150
-3% -$9.28K 0.14% 106
2024
Q2 		$285K Buy
4,490
+773
+21% +$47.7K 0.16% 109
2024
Q1 		$235K Buy
+3,717
New +$207K 0.14% 127

Other funds holding C

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Avaii Wealth Management's C Position: Q3 2026 in Review

Avaii Wealth Management reduced its Citigroup (C) stake by 3.7% in Q3 2026, selling an estimated $10.2K and leaving 1,969 shares worth $253K. The position accounts for 0.07% of the portfolio, ranked #153.

Avaii Wealth Management first reported a position in C in Q1 2024 and has held it in 11 quarters since. The position peaked at $601K in Q4 2025. 118 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Avaii Wealth Management held 1,969 shares of Citigroup worth $253K as of Q3 2026.
  • Avaii Wealth Management sold 76 Citigroup shares in Q3 2026, an estimated $10.2K.
  • Citigroup made up 0.07% of Avaii Wealth Management's portfolio in Q3 2026, its #153 holding.
  • Avaii Wealth Management first reported a position in Citigroup in Q1 2024 and has held it in 11 quarters since.
  • Avaii Wealth Management's Citigroup position peaked at $601K in Q4 2025.
  • 118 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.