Aviso Wealth Management
C icon

Aviso Wealth Management’s Citigroup C Stock Holding History

Aviso 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 		$940K Sell
7,258
-132
-2% -$17.8K 0.36% 60
2026
Q2 		$1.03M Sell
7,390
-26
-0.4% -$3.38K 0.35% 56
2026
Q1 		$841K Sell
7,416
-735
-9% -$83.7K 0.38% 59
2025
Q4 		$951K Buy
8,151
+453
+6% +$47K 0.4% 54
2025
Q3 		$781K Buy
7,698
+777
+11% +$73.7K 0.34% 70
2025
Q2 		$589K Buy
6,921
+1,027
+17% +$74.2K 0.28% 84
2025
Q1 		$418K Sell
5,894
-210
-3% -$16K 0.22% 94
2024
Q4 		$430K Sell
6,104
-723
-11% -$48.7K 0.22% 95
2024
Q3 		$427K Sell
6,827
-3,769
-36% -$233K 0.23% 95
2024
Q2 		$672K Sell
10,596
-923
-8% -$56.9K 0.4% 66
2024
Q1 		$728K Sell
11,519
-783
-6% -$43.6K 0.46% 56
2023
Q4 		$633K Buy
+12,302
New +$545K 0.46% 57

Other funds holding C

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
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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Aviso Wealth Management reduced its Citigroup (C) stake by 1.8% in Q3 2026, selling an estimated $17.8K and leaving 7,258 shares worth $940K. The position accounts for 0.36% of the portfolio, ranked #60.

Aviso Wealth Management first reported a position in C in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.03M in Q2 2026. 1,743 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Aviso Wealth Management held 7,258 shares of Citigroup worth $940K as of Q3 2026.
  • Aviso Wealth Management sold 132 Citigroup shares in Q3 2026, an estimated $17.8K.
  • Citigroup made up 0.36% of Aviso Wealth Management's portfolio in Q3 2026, its #60 holding.
  • Aviso Wealth Management first reported a position in Citigroup in Q4 2023 and has held it in 12 quarters since.
  • Aviso Wealth Management's Citigroup position peaked at $1.03M in Q2 2026.
  • 1,743 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Aviso Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.