Avestar Capital
C icon

Avestar Capital’s Citigroup C Stock Holding History

Avestar Capital’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 		$1.85M Sell
14,310
-2,441
-15% -$329K 0.15% 130
2026
Q2 		$2.34M Sell
16,751
-309
-2% -$40.2K 0.13% 126
2026
Q1 		$1.93M Buy
17,060
+816
+5% +$92.9K 0.12% 128
2025
Q4 		$1.9M Buy
16,244
+73
+0.5% +$7.58K 0.12% 134
2025
Q3 		$1.64M Buy
16,171
+925
+6% +$87.8K 0.11% 145
2025
Q2 		$1.3M Buy
15,246
+1,384
+10% +$100K 0.09% 169
2025
Q1 		$984K Buy
13,862
+1,902
+16% +$145K 0.09% 192
2024
Q4 		$842K Sell
11,960
-196
-2% -$13.2K 0.07% 200
2024
Q3 		$761K Buy
12,156
+1,007
+9% +$62.3K 0.08% 196
2024
Q2 		$708K Buy
11,149
+1,367
+14% +$84.3K 0.07% 197
2024
Q1 		$619K Buy
9,782
+2,555
+35% +$142K 0.06% 211
2023
Q4 		$372K Buy
+7,227
New +$320K 0.04% 253
2023
Q3 		– Sell
-5,147
Closed -$237K – 373
2023
Q2 		$237K Buy
+5,147
New +$241K 0.04% 280
2022
Q3 		– Sell
-4,812
Closed -$221K – 285
2022
Q2 		$221K Sell
4,812
-15,028
-76% -$752K 0.05% 249
2022
Q1 		$1.06M Buy
19,840
+8,582
+76% +$530K 0.17% 121
2021
Q4 		$680K Buy
+11,258
New +$749K 0.08% 207
2019
Q3 		– Sell
-612
Closed -$39K – 268
2019
Q2 		$39K Buy
612
+2
+0.3% +$134 0.02% 324
2019
Q1 		$33K Buy
610
+158
+35% +$9.8K 0.02% 328
2018
Q4 		$19K Sell
452
-147
-25% -$9.31K 0.01% 341
2018
Q3 		$39K Sell
599
-388
-39% -$27.4K 0.02% 296
2018
Q2 		$60K Buy
987
+174
+21% +$12K 0.04% 258
2018
Q1 		$49K Buy
813
+215
+36% +$16.2K 0.03% 253
2017
Q4 		$41K Buy
+598
New +$44.2K 0.03% 268

Other funds holding C

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Avestar Capital's C Position: Q3 2026 in Review

Avestar Capital reduced its Citigroup (C) stake by 15% in Q3 2026, selling an estimated $329K and leaving 14,310 shares worth $1.85M. The position accounts for 0.15% of the portfolio, ranked #130.

Avestar Capital first reported a position in C in Q4 2017 and has held it in 23 quarters since. The position peaked at $2.34M in Q2 2026. 2,109 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Avestar Capital held 14,310 shares of Citigroup worth $1.85M as of Q3 2026.
  • Avestar Capital sold 2,441 Citigroup shares in Q3 2026, an estimated $329K.
  • Citigroup made up 0.15% of Avestar Capital's portfolio in Q3 2026, its #130 holding.
  • Avestar Capital first reported a position in Citigroup in Q4 2017 and has held it in 23 quarters since.
  • Avestar Capital's Citigroup position peaked at $2.34M in Q2 2026.
  • 2,109 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.