Benedict Financial Advisors’s Citigroup C Stock Holding History

Benedict Financial 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 Q3	$2.22M	Sell	17,136 -2,159	-11%	-$291K	0.44%	76
2026 Q2	$2.7M	Sell	19,295 -314	-2%	-$40.9K	0.52%	66
2026 Q1	$2.22M	Sell	19,609 -207	-1%	-$23.6K	0.46%	77
2025 Q4	$2.31M	Buy	19,816 +319	+2%	+$33.1K	0.49%	75
2025 Q3	$1.98M	Sell	19,497 -499	-2%	-$47.4K	0.43%	80
2025 Q2	$1.7M	Sell	19,996 -186	-0.9%	-$13.4K	0.39%	82
2025 Q1	$1.43M	Sell	20,182 -5,570	-22%	-$425K	0.33%	84
2024 Q4	$1.81M	Buy	25,752 +7,639	+42%	+$515K	0.44%	78
2024 Q3	$1.13M	Sell	18,113 -2,035	-10%	-$126K	0.27%	90
2024 Q2	$1.28M	Buy	20,148 +434	+2%	+$26.8K	0.32%	88
2024 Q1	$1.25M	Buy	+19,714	New	+$1.1M	0.32%	90

Other funds holding C

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Benedict Financial Advisors's C Position: Q3 2026 in Review

Benedict Financial Advisors reduced its Citigroup (C) stake by 11% in Q3 2026, selling an estimated $291K and leaving 17,136 shares worth $2.22M. The position accounts for 0.44% of the portfolio, ranked #76.

Benedict Financial Advisors first reported a position in C in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.7M in Q2 2026. 323 funds tracked by Wall St. Rank hold C as of Q3 2026.

Benedict Financial Advisors held 17,136 shares of Citigroup worth $2.22M as of Q3 2026.
Benedict Financial Advisors sold 2,159 Citigroup shares in Q3 2026, an estimated $291K.
Citigroup made up 0.44% of Benedict Financial Advisors's portfolio in Q3 2026, its #76 holding.
Benedict Financial Advisors first reported a position in Citigroup in Q1 2024 and has held it in 11 quarters since.
Benedict Financial Advisors's Citigroup position peaked at $2.7M in Q2 2026.
323 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Benedict Financial Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.