DI
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Decision Investments’s Citigroup C Stock Holding History

Decision Investments’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 		$410K Hold
3,165
– – 0.37% 46
2026
Q2 		$443K Sell
3,165
-312
-9% -$40.6K 0.4% 42
2026
Q1 		$394K Sell
3,477
-458
-12% -$52.2K 0.45% 44
2025
Q4 		$459K Buy
+3,935
New +$409K 0.5% 38

Other funds holding C

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Decision Investments's C Position: Q3 2026 in Review

Decision Investments held its Citigroup (C) position steady in Q3 2026 at 3,165 shares worth $410K. The position accounts for 0.37% of the portfolio, ranked #46.

Decision Investments first reported a position in C in Q4 2025 and has held it in 4 quarters since. The position peaked at $459K in Q4 2025. 118 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Decision Investments held 3,165 shares of Citigroup worth $410K as of Q3 2026.
  • Decision Investments left its Citigroup share count unchanged in Q3 2026.
  • Citigroup made up 0.37% of Decision Investments's portfolio in Q3 2026, its #46 holding.
  • Decision Investments first reported a position in Citigroup in Q4 2025 and has held it in 4 quarters since.
  • Decision Investments's Citigroup position peaked at $459K in Q4 2025.
  • 118 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Decision Investments's 13F filing for Q3 2026, filed 7 Oct 2026.