Canvas Wealth Advisors
C icon

Canvas Wealth Advisors’s Citigroup C Stock Holding History

Canvas 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
Q3 		$235K Sell
1,867
-133
-7% -$17.9K 0.03% 230
2026
Q2 		$280K Buy
+2,000
New +$260K 0.04% 199

Other funds holding C

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Canvas Wealth Advisors's C Position: Q3 2026 in Review

Canvas Wealth Advisors reduced its Citigroup (C) stake by 6.7% in Q3 2026, selling an estimated $17.9K and leaving 1,867 shares worth $235K. The position accounts for 0.03% of the portfolio, ranked #230.

Canvas Wealth Advisors first reported a position in C in Q2 2026 and has held it in 2 quarters since. The position peaked at $280K in Q2 2026. 1,743 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Canvas Wealth Advisors held 1,867 shares of Citigroup worth $235K as of Q3 2026.
  • Canvas Wealth Advisors sold 133 Citigroup shares in Q3 2026, an estimated $17.9K.
  • Citigroup made up 0.03% of Canvas Wealth Advisors's portfolio in Q3 2026, its #230 holding.
  • Canvas Wealth Advisors first reported a position in Citigroup in Q2 2026 and has held it in 2 quarters since.
  • Canvas Wealth Advisors's Citigroup position peaked at $280K in Q2 2026.
  • 1,743 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Canvas Wealth Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.