AWE
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Avidian Wealth Enterprises’s Citigroup C Stock Holding History

Avidian Wealth Enterprises’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 		$5.17M Buy
39,940
+645
+2% +$86.9K 0.14% 106
2026
Q2 		$5.5M Buy
39,295
+894
+2% +$116K 0.15% 102
2026
Q1 		$4.36M Buy
38,401
+30,728
+400% +$3.5M 0.14% 110
2025
Q4 		$895K Buy
7,673
+319
+4% +$33.1K 0.03% 247
2025
Q3 		$746K Buy
7,354
+813
+12% +$77.1K 0.03% 278
2025
Q2 		$557K Sell
6,541
-865
-12% -$62.5K 0.02% 310
2025
Q1 		$526K Buy
7,406
+821
+12% +$62.6K 0.02% 300
2024
Q4 		$464K Buy
6,585
+436
+7% +$29.4K 0.02% 311
2024
Q3 		$385K Buy
6,149
+69
+1% +$4.27K 0.02% 352
2024
Q2 		$386K Buy
6,080
+709
+13% +$43.7K 0.02% 337
2024
Q1 		$340K Buy
5,371
+395
+8% +$22K 0.02% 335
2023
Q4 		$256K Sell
4,976
-261
-5% -$11.6K 0.02% 372
2023
Q3 		$215K Buy
5,237
+44
+0.8% +$1.93K 0.02% 375
2023
Q2 		$239K Buy
+5,193
New +$243K 0.02% 374
2022
Q1 		– Sell
-6,053
Closed -$366K – 501
2021
Q4 		$366K Buy
+6,053
New +$402K 0.02% 366

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
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
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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Avidian Wealth Enterprises's C Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Citigroup (C) stake by 1.6% in Q3 2026, buying an estimated $86.9K and bringing the position to 39,940 shares worth $5.17M. The position accounts for 0.14% of the portfolio, ranked #106.

Avidian Wealth Enterprises first reported a position in C in Q4 2021 and has held it in 15 quarters since. The position peaked at $5.5M in Q2 2026. 101 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Avidian Wealth Enterprises held 39,940 shares of Citigroup worth $5.17M as of Q3 2026.
  • Avidian Wealth Enterprises bought 645 Citigroup shares in Q3 2026, an estimated $86.9K.
  • Citigroup made up 0.14% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #106 holding.
  • Avidian Wealth Enterprises first reported a position in Citigroup in Q4 2021 and has held it in 15 quarters since.
  • Avidian Wealth Enterprises's Citigroup position peaked at $5.5M in Q2 2026.
  • 101 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.