Claro Advisors
C icon

Claro Advisors’s Citigroup C Stock Holding History

Claro 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 		$995K Buy
7,684
+2,315
+43% +$312K 0.1% 185
2026
Q2 		$752K Buy
5,369
+52
+1% +$6.77K 0.08% 207
2026
Q1 		$603K Buy
5,317
+572
+12% +$65.1K 0.07% 207
2025
Q4 		$554K Buy
4,745
+69
+1% +$7.16K 0.08% 209
2025
Q3 		$475K Buy
4,676
+6
+0.1% +$569 0.07% 235
2025
Q2 		$397K Sell
4,670
-3,713
-44% -$268K 0.07% 241
2025
Q1 		$595K Sell
8,383
-175
-2% -$13.3K 0.08% 228
2024
Q4 		$602K Sell
8,558
-4,001
-32% -$270K 0.08% 223
2024
Q3 		$786K Buy
12,559
+1,965
+19% +$122K 0.1% 197
2024
Q2 		$672K Buy
10,594
+1,029
+11% +$63.4K 0.11% 197
2024
Q1 		$605K Sell
9,565
-138
-1% -$7.68K 0.11% 206
2023
Q4 		$499K Buy
9,703
+929
+11% +$41.1K 0.11% 215
2023
Q3 		$361K Buy
8,774
+1,287
+17% +$56.5K 0.09% 241
2023
Q2 		$345K Buy
7,487
+172
+2% +$8.06K 0.09% 244
2023
Q1 		$343K Buy
7,315
+2,359
+48% +$116K 0.1% 231
2022
Q4 		$224K Buy
+4,956
New +$225K 0.07% 257
2021
Q4 		– Sell
-2,914
Closed -$204K – 286
2021
Q3 		$204K Buy
+2,914
New +$204K 0.09% 237
2020
Q1 		– Sell
-2,636
Closed -$211K – 159
2019
Q4 		$211K Buy
+2,636
New +$195K 0.16% 157
2019
Q1 		– Sell
-2,889
Closed -$207K – 261
2018
Q4 		$207K Buy
+2,889
New +$183K 0.17% 130

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

Claro Advisors's C Position: Q3 2026 in Review

Claro Advisors increased its Citigroup (C) stake by 43% in Q3 2026, buying an estimated $312K and bringing the position to 7,684 shares worth $995K. The position accounts for 0.1% of the portfolio, ranked #185.

Claro Advisors first reported a position in C in Q4 2018 and has held it in 19 quarters since. 1,743 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Claro Advisors held 7,684 shares of Citigroup worth $995K as of Q3 2026.
  • Claro Advisors bought 2,315 Citigroup shares in Q3 2026, an estimated $312K.
  • Citigroup made up 0.1% of Claro Advisors's portfolio in Q3 2026, its #185 holding.
  • Claro Advisors first reported a position in Citigroup in Q4 2018 and has held it in 19 quarters since.
  • 1,743 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

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