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CogentBlue Wealth Advisors’s Citigroup C Stock Holding History

CogentBlue 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
Q2 		$204K Buy
+1,456
New +$190K 0.12% 99

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CogentBlue Wealth Advisors's C Position: Q2 2026 in Review

CogentBlue Wealth Advisors opened a new position in Citigroup (C) in Q2 2026: 1,456 shares worth $204K. The stake represents 0.12% of the portfolio and ranks #99 among its holdings.

559 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • CogentBlue Wealth Advisors held 1,456 shares of Citigroup worth $204K as of Q2 2026.
  • Citigroup was a new CogentBlue Wealth Advisors position in Q2 2026.
  • Citigroup made up 0.12% of CogentBlue Wealth Advisors's portfolio in Q2 2026, its #99 holding.
  • 559 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.