CV Advisors
C icon

CV Advisors’s Citigroup C Stock Holding History

CV 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 		$2.53M Hold
19,550
– – 0.43% 21
2026
Q2 		$2.74M Buy
+19,550
New +$2.54M 0.51% 22

Other funds holding C

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CV Advisors's C Position: Q3 2026 in Review

CV Advisors held its Citigroup (C) position steady in Q3 2026 at 19,550 shares worth $2.53M. The position accounts for 0.43% of the portfolio, ranked #21.

CV Advisors first reported a position in C in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.74M in Q2 2026. 612 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • CV Advisors held 19,550 shares of Citigroup worth $2.53M as of Q3 2026.
  • CV Advisors left its Citigroup share count unchanged in Q3 2026.
  • Citigroup made up 0.43% of CV Advisors's portfolio in Q3 2026, its #21 holding.
  • CV Advisors first reported a position in Citigroup in Q2 2026 and has held it in 2 quarters since.
  • CV Advisors's Citigroup position peaked at $2.74M in Q2 2026.
  • 612 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on CV Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.