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BOS Asset Management’s Citigroup C Stock Holding History

BOS Asset 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 		$584K Buy
4,513
+98
+2% +$13.2K 0.14% 111
2026
Q2 		$618K Sell
4,415
-145
-3% -$18.9K 0.14% 107
2026
Q1 		$517K Sell
4,560
-41
-0.9% -$4.67K 0.13% 121
2025
Q4 		$537K Sell
4,601
-111
-2% -$11.5K 0.14% 111
2025
Q3 		$478K Sell
4,712
-146
-3% -$13.9K 0.13% 119
2025
Q2 		$414K Sell
4,858
-15
-0.3% -$1.08K 0.13% 112
2025
Q1 		$346K Sell
4,873
-63
-1% -$4.8K 0.12% 118
2024
Q4 		$347K Sell
4,936
-56
-1% -$3.77K 0.12% 115
2024
Q3 		$313K Buy
4,992
+78
+2% +$4.82K 0.12% 114
2024
Q2 		$312K Sell
4,914
-281
-5% -$17.3K 0.14% 110
2024
Q1 		$329K Sell
5,195
-2,903
-36% -$162K 0.17% 94
2023
Q4 		$417K Sell
8,098
-1,051
-11% -$46.5K 0.29% 84
2023
Q3 		$376K Sell
9,149
-731
-7% -$32.1K 0.28% 80
2023
Q2 		$455K Buy
9,880
+205
+2% +$9.6K 0.35% 65
2023
Q1 		$454K Buy
9,675
+89
+0.9% +$4.37K 0.38% 65
2022
Q4 		$434K Buy
+9,586
New +$435K 0.39% 69

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

BOS Asset Management's C Position: Q3 2026 in Review

BOS Asset Management increased its Citigroup (C) stake by 2.2% in Q3 2026, buying an estimated $13.2K and bringing the position to 4,513 shares worth $584K. The position accounts for 0.14% of the portfolio, ranked #111.

BOS Asset Management first reported a position in C in Q4 2022 and has held it in 16 quarters since. The position peaked at $618K in Q2 2026. 102 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • BOS Asset Management held 4,513 shares of Citigroup worth $584K as of Q3 2026.
  • BOS Asset Management bought 98 Citigroup shares in Q3 2026, an estimated $13.2K.
  • Citigroup made up 0.14% of BOS Asset Management's portfolio in Q3 2026, its #111 holding.
  • BOS Asset Management first reported a position in Citigroup in Q4 2022 and has held it in 16 quarters since.
  • BOS Asset Management's Citigroup position peaked at $618K in Q2 2026.
  • 102 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on BOS Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.