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B. Riley Wealth Advisors’s Citigroup C Stock Holding History

B. Riley Wealth Advisors’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 		$4.48M Sell
31,436
-260
-0.8% -$33.8K 0.24% 97
2026
Q1 		$3.4M Sell
31,696
-5,823
-16% -$663K 0.22% 109
2025
Q4 		$4.38M Sell
37,519
-535
-1% -$55.6K 0.2% 110
2025
Q3 		$3.86M Sell
38,054
-3,327
-8% -$316K 0.18% 121
2025
Q2 		$3.52M Buy
+41,381
New +$2.99M 0.17% 129
2024
Q4 		$3.65M Buy
51,924
+4,230
+9% +$285K 0.12% 180
2024
Q3 		$2.96M Sell
47,694
-6,232
-12% -$385K 0.08% 236
2024
Q2 		$3.42M Sell
53,926
-6,585
-11% -$406K 0.09% 219
2024
Q1 		$2.49M Buy
60,511
+9,884
+20% +$550K 0.07% 291
2023
Q4 		$2.6M Sell
50,627
-9,884
-16% -$438K 0.07% 288
2023
Q3 		$2.49M Sell
60,511
-167,420
-73% -$7.35M 0.07% 291
2023
Q2 		$10.5M Buy
227,931
+164,251
+258% +$7.69M 0.24% 87
2023
Q1 		$2.99M Buy
63,680
+1,928
+3% +$94.6K 0.08% 248
2022
Q4 		$2.79M Sell
61,752
-6,846
-10% -$311K 0.08% 257
2022
Q3 		$2.86M Buy
68,598
+22,895
+50% +$1.13M 0.09% 234
2022
Q2 		$2.1M Buy
45,703
+516
+1% +$25.8K 0.09% 236
2022
Q1 		$2.42M Sell
45,187
-3,556
-7% -$220K 0.08% 261
2021
Q4 		$2.94M Sell
48,743
-409
-0.8% -$27.2K 0.08% 256
2021
Q3 		$3.45M Buy
49,152
+1,313
+3% +$91.8K 0.11% 212
2021
Q2 		$3.39M Buy
47,839
+7,135
+18% +$528K 0.11% 213
2021
Q1 		$2.94M Buy
40,704
+5,706
+16% +$381K 0.1% 218
2020
Q4 		$2.16M Sell
34,998
-22,458
-39% -$1.14M 0.12% 191
2020
Q3 		$2.53M Buy
57,456
+2,625
+5% +$131K 0.13% 169
2020
Q2 		$2.81M Buy
54,831
+512
+0.9% +$24.3K 0.19% 130
2020
Q1 		$2.29M Buy
54,319
+26,963
+99% +$1.81M 0.2% 122
2019
Q4 		$2.19M Buy
27,356
+3,696
+16% +$273K 0.19% 124
2019
Q3 		$1.64M Buy
23,660
+2,348
+11% +$160K 0.16% 143
2019
Q2 		$1.49M Buy
21,312
+2,452
+13% +$164K 0.16% 133
2019
Q1 		$1.17M Sell
18,860
-2,979
-14% -$185K 0.15% 161
2018
Q4 		$1.14M Sell
21,839
-1,017
-4% -$64.4K 0.16% 137
2018
Q3 		$1.64M Sell
22,856
-1,205
-5% -$85.2K 0.2% 119
2018
Q2 		$1.61M Sell
24,061
-6,146
-20% -$423K 0.21% 114
2018
Q1 		$2.04M Sell
30,207
-6,915
-19% -$520K 0.29% 83
2017
Q4 		$2.76M Buy
37,122
+491
+1% +$36.3K 0.37% 66
2017
Q3 		$2.67M Buy
36,631
+3,424
+10% +$234K 0.44% 54
2017
Q2 		$2.22M Buy
33,207
+3,346
+11% +$205K 0.4% 60
2017
Q1 		$1.79M Buy
29,861
+996
+3% +$58.9K 0.36% 70
2016
Q4 		$1.72M Sell
28,865
-2,436
-8% -$131K 0.35% 79
2016
Q3 		$1.24M Buy
31,301
+15
+0% +$682 0.24% 105
2016
Q2 		$1.11M Buy
31,286
+5,854
+23% +$259K 0.22% 117
2016
Q1 		$1.06M Sell
25,432
-1,526
-6% -$63.8K 0.25% 99
2015
Q4 		$1.4M Sell
26,958
-5,098
-16% -$271K 0.28% 93
2015
Q3 		$1.59M Buy
32,056
+16,842
+111% +$920K 0.38% 58
2015
Q2 		$843K Sell
15,214
-4,558
-23% -$248K 0.21% 129
2015
Q1 		$1.02M Sell
19,772
-3,101
-14% -$158K 0.25% 102
2014
Q4 		$10.1K Buy
22,873
+5,584
+32% +$296K 0.22% 92
2014
Q3 		$895K Sell
17,289
-21,001
-55% -$1.06M 0.23% 111
2014
Q2 		$916K Buy
38,290
+22,355
+140% +$1.06M 0.22% 100
2014
Q1 		$759K Buy
15,935
+4,263
+37% +$212K 0.23% 109
2013
Q4 		$608K Sell
11,672
-302
-3% -$15.3K 0.19% 125
2013
Q3 		$581K Sell
11,974
-351
-3% -$17.7K 0.2% 123
2013
Q2 		$591K Buy
+12,325
New +$593K 0.2% 123

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
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

B. Riley Wealth Advisors's C Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Citigroup (C) stake by 0.82% in Q2 2026, selling an estimated $33.8K and leaving 31,436 shares worth $4.48M. The position accounts for 0.24% of the portfolio, ranked #97.

B. Riley Wealth Advisors first reported a position in C in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.5M in Q2 2023. 876 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • B. Riley Wealth Advisors held 31,436 shares of Citigroup worth $4.48M as of Q2 2026.
  • B. Riley Wealth Advisors sold 260 Citigroup shares in Q2 2026, an estimated $33.8K.
  • Citigroup made up 0.24% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #97 holding.
  • B. Riley Wealth Advisors first reported a position in Citigroup in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's Citigroup position peaked at $10.5M in Q2 2023.
  • 876 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.