Byrne Asset Management’s Citigroup C Stock Holding History

Byrne 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	$465K	Buy	3,665 +30	+0.8%	+$4.04K	0.26%	76
2026 Q2	$509K	Buy	3,635 +2,400	+194%	+$312K	0.27%	74
2026 Q1	$140K	Buy	+1,235	New	+$141K	0.08%	182
2025 Q2	–	Sell	-56	Closed	-$3.98K	–	549
2025 Q1	$3.98K	Sell	56 -2	-3%	-$153	﹤0.01%	484
2024 Q4	$4.08K	Sell	58 -2	-3%	-$135	﹤0.01%	479
2024 Q3	$3.76K	Buy	+60	New	+$3.71K	﹤0.01%	478
2024 Q2	–	Sell	-50	Closed	-$3.16K	–	538
2024 Q1	$3.16K	Buy	+50	New	+$2.78K	﹤0.01%	470
2023 Q4	–	Sell	-54	Closed	-$2K	–	546
2023 Q3	$2K	Buy	+54	New	+$2.37K	﹤0.01%	470
2022 Q3	–	Sell	-800	Closed	-$37K	–	499
2022 Q2	$37K	Buy	+800	New	+$40K	0.03%	218

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

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

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

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

Byrne Asset Management increased its Citigroup (C) stake by 0.83% in Q3 2026, buying an estimated $4.04K and bringing the position to 3,665 shares worth $465K. The position accounts for 0.26% of the portfolio, ranked #76.

Byrne Asset Management first reported a position in C in Q2 2022 and has held it in 9 quarters since. The position peaked at $509K in Q2 2026. 101 funds tracked by Wall St. Rank hold C as of Q3 2026.

Byrne Asset Management held 3,665 shares of Citigroup worth $465K as of Q3 2026.
Byrne Asset Management bought 30 Citigroup shares in Q3 2026, an estimated $4.04K.
Citigroup made up 0.26% of Byrne Asset Management's portfolio in Q3 2026, its #76 holding.
Byrne Asset Management first reported a position in Citigroup in Q2 2022 and has held it in 9 quarters since.
Byrne Asset Management's Citigroup position peaked at $509K in Q2 2026.
101 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.