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Baker Tilly Wealth Management’s Citigroup C Stock Holding History

Baker Tilly 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 		$711K Sell
5,491
-180
-3% -$24.2K 0.14% 127
2026
Q2 		$794K Buy
5,671
+1,316
+30% +$171K 0.17% 118
2026
Q1 		$494K Buy
4,355
+49
+1% +$5.58K 0.12% 159
2025
Q4 		$503K Sell
4,306
-102
-2% -$10.6K 0.12% 155
2025
Q3 		$447K Sell
4,408
-321
-7% -$30.5K 0.1% 164
2025
Q2 		$402K Sell
4,729
-308
-6% -$22.3K 0.14% 150
2025
Q1 		$358K Sell
5,037
-311
-6% -$23.7K 0.14% 160
2024
Q4 		$376K Buy
5,348
+236
+5% +$15.9K 0.15% 155
2024
Q3 		$320K Sell
5,112
-413
-7% -$25.5K 0.14% 170
2024
Q2 		$351K Sell
5,525
-8,319
-60% -$513K 0.14% 171
2024
Q1 		$875K Sell
13,844
-230
-2% -$12.8K 0.16% 141
2023
Q4 		$724K Sell
14,074
-2,097
-13% -$92.8K 0.12% 190
2023
Q3 		$665K Sell
16,171
-37,766
-70% -$1.66M 0.11% 191
2023
Q2 		$2.48M Buy
53,937
+974
+2% +$45.6K 0.26% 85
2023
Q1 		$2.48M Buy
52,963
+1,682
+3% +$82.5K 0.28% 78
2022
Q4 		$2.32M Sell
51,281
-559
-1% -$25.4K 0.29% 83
2022
Q3 		$2.16M Sell
51,840
-9,978
-16% -$493K 0.29% 74
2022
Q2 		$2.84M Buy
61,818
+8,960
+17% +$448K 0.37% 65
2022
Q1 		$2.82M Buy
52,858
+2,672
+5% +$165K 0.31% 69
2021
Q4 		$3.03M Sell
50,186
-412
-0.8% -$27.4K 0.33% 63
2021
Q3 		$3.55M Buy
50,598
+1,207
+2% +$84.4K 0.47% 43
2021
Q2 		$3.49M Buy
49,391
+17,642
+56% +$1.31M 0.56% 36
2021
Q1 		$2.31M Buy
31,749
+21,905
+223% +$1.46M 0.47% 45
2020
Q4 		$607K Buy
+9,844
New +$500K 0.19% 128

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

Baker Tilly Wealth Management's C Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its Citigroup (C) stake by 3.2% in Q3 2026, selling an estimated $24.2K and leaving 5,491 shares worth $711K. The position accounts for 0.14% of the portfolio, ranked #127.

Baker Tilly Wealth Management first reported a position in C in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.55M in Q3 2021. 105 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Baker Tilly Wealth Management held 5,491 shares of Citigroup worth $711K as of Q3 2026.
  • Baker Tilly Wealth Management sold 180 Citigroup shares in Q3 2026, an estimated $24.2K.
  • Citigroup made up 0.14% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #127 holding.
  • Baker Tilly Wealth Management first reported a position in Citigroup in Q4 2020 and has held it in 24 quarters since.
  • Baker Tilly Wealth Management's Citigroup position peaked at $3.55M in Q3 2021.
  • 105 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.