Cetera Investment Advisers
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Cetera Investment Advisers’s Citigroup C Stock Holding History

Cetera Investment Advisers’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
Q1 		$68.7M Buy
605,729
+70,308
+13% +$8.01M 0.07% 267
2025
Q4 		$62.5M Buy
535,421
+28,238
+6% +$2.93M 0.07% 272
2025
Q3 		$51.5M Buy
507,183
+44,400
+10% +$4.21M 0.06% 308
2025
Q2 		$39.4M Buy
462,783
+31,818
+7% +$2.3M 0.07% 297
2025
Q1 		$30.6M Buy
430,965
+53,321
+14% +$4.07M 0.06% 334
2024
Q4 		$26.6M Buy
377,644
+13,230
+4% +$892K 0.06% 354
2024
Q3 		$22.8M Sell
364,414
-42,937
-11% -$2.66M 0.05% 375
2024
Q2 		$25.9M Sell
407,351
-61,801
-13% -$3.81M 0.06% 319
2024
Q1 		$29.7M Buy
469,152
+256,527
+121% +$14.3M 0.07% 279
2023
Q4 		$10.9M Sell
212,625
-10,702
-5% -$474K 0.09% 204
2023
Q3 		$9.19M Buy
223,327
+6,158
+3% +$270K 0.08% 239
2023
Q2 		$10M Buy
217,169
+22,338
+11% +$1.05M 0.08% 223
2023
Q1 		$9.14M Buy
194,831
+14,039
+8% +$689K 0.08% 233
2022
Q4 		$8.18M Buy
180,792
+91,471
+102% +$4.16M 0.08% 251
2022
Q3 		$3.72M Sell
89,321
-72,341
-45% -$3.57M 0.07% 283
2022
Q2 		$7.43M Buy
161,662
+31,364
+24% +$1.57M 0.12% 183
2022
Q1 		$6.96M Buy
130,298
+10,787
+9% +$666K 0.1% 221
2021
Q4 		$7.22M Buy
119,511
+1,366
+1% +$90.8K 0.1% 214
2021
Q3 		$8.29M Buy
118,145
+817
+0.7% +$57.1K 0.13% 170
2021
Q2 		$8.3M Buy
117,328
+15,362
+15% +$1.14M 0.13% 169
2021
Q1 		$7.42M Sell
101,966
-6,583
-6% -$439K 0.15% 150
2020
Q4 		$6.69M Buy
108,549
+99,627
+1,117% +$5.06M 0.13% 167
2020
Q3 		$385K Sell
8,922
-24
-0.3% -$1.2K 0.03% 435
2020
Q2 		$457K Buy
8,946
+1,147
+15% +$54.4K 0.04% 372
2020
Q1 		$329K Sell
7,799
-229
-3% -$15.4K 0.04% 383
2019
Q4 		$643K Sell
8,028
-5
-0.1% -$369 0.06% 289
2019
Q3 		$551K Buy
8,033
+168
+2% +$11.4K 0.07% 290
2019
Q2 		$560K Buy
7,865
+616
+8% +$41.2K 0.07% 267
2019
Q1 		$449K Sell
7,249
-207
-3% -$12.9K 0.06% 296
2018
Q4 		$387K Sell
7,456
-1,450
-16% -$91.8K 0.06% 302
2018
Q3 		$639K Buy
8,906
+1,380
+18% +$97.6K 0.09% 230
2018
Q2 		$501K Sell
7,526
-160
-2% -$11K 0.09% 241
2018
Q1 		$522K Buy
7,686
+336
+5% +$25.3K 0.1% 222
2017
Q4 		$544K Buy
7,350
+878
+14% +$64.9K 0.1% 229
2017
Q3 		$471K Buy
6,472
+365
+6% +$24.9K 0.1% 241
2017
Q2 		$407K Buy
6,107
+767
+14% +$47K 0.1% 258
2017
Q1 		$318K Buy
5,340
+1,448
+37% +$85.6K 0.09% 271
2016
Q4 		$231K Buy
+3,892
New +$210K 0.08% 282

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers's C Position: Q1 2026 in Review

Cetera Investment Advisers increased its Citigroup (C) stake by 13% in Q1 2026, buying an estimated $8.01M and bringing the position to 605,729 shares worth $68.7M. The position accounts for 0.07% of the portfolio, ranked #267.

Cetera Investment Advisers first reported a position in C in Q4 2016 and has held it in 38 quarters since. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Cetera Investment Advisers held 605,729 shares of Citigroup worth $68.7M as of Q1 2026.
  • Cetera Investment Advisers bought 70,308 Citigroup shares in Q1 2026, an estimated $8.01M.
  • Citigroup made up 0.07% of Cetera Investment Advisers's portfolio in Q1 2026, its #267 holding.
  • Cetera Investment Advisers first reported a position in Citigroup in Q4 2016 and has held it in 38 quarters since.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.