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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
Q1 		– Sell
-300
Closed -$35K – 924
2025
Q4 		$35K Sell
300
-66,200
-100% -$6.87M ﹤0.01% 988
2025
Q3 		$67.5K Buy
66,500
+65,635
+7,588% +$6.23M ﹤0.01% 988
2025
Q2 		$73.6K Buy
+865
New +$62.5K ﹤0.01% 974

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. 881 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.
  • 881 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.