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Central Valley Advisors’s Citigroup C Stock Holding History

Central Valley 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 		$272K Sell
2,099
-428
-17% -$57.6K 0.07% 140
2026
Q2 		$354K Buy
2,527
+2
+0.1% +$260 0.09% 143
2026
Q1 		$286K Buy
2,525
+458
+22% +$52.2K 0.08% 152
2025
Q4 		$241K Buy
2,067
+77
+4% +$8K 0.07% 136
2025
Q3 		$202K Buy
+1,990
New +$189K 0.06% 147

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
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
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Central Valley Advisors's C Position: Q3 2026 in Review

Central Valley Advisors reduced its Citigroup (C) stake by 17% in Q3 2026, selling an estimated $57.6K and leaving 2,099 shares worth $272K. The position accounts for 0.07% of the portfolio, ranked #140.

Central Valley Advisors first reported a position in C in Q3 2025 and has held it in 5 quarters since. The position peaked at $354K in Q2 2026. 1,509 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Central Valley Advisors held 2,099 shares of Citigroup worth $272K as of Q3 2026.
  • Central Valley Advisors sold 428 Citigroup shares in Q3 2026, an estimated $57.6K.
  • Citigroup made up 0.07% of Central Valley Advisors's portfolio in Q3 2026, its #140 holding.
  • Central Valley Advisors first reported a position in Citigroup in Q3 2025 and has held it in 5 quarters since.
  • Central Valley Advisors's Citigroup position peaked at $354K in Q2 2026.
  • 1,509 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.