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Diversified Management’s Citigroup C Stock Holding History

Diversified Management’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 		$1.08M Buy
8,351
+6,639
+388% +$894K 0.19% 106
2026
Q2 		$240K Sell
1,712
-10,048
-85% -$1.31M 0.05% 161
2026
Q1 		$1.33M Buy
+11,760
New +$1.34M 0.23% 103

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
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
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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Diversified Management's C Position: Q3 2026 in Review

Diversified Management increased its Citigroup (C) stake by 388% in Q3 2026, buying an estimated $894K and bringing the position to 8,351 shares worth $1.08M. The position accounts for 0.19% of the portfolio, ranked #106.

Diversified Management first reported a position in C in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.33M in Q1 2026. 105 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Diversified Management held 8,351 shares of Citigroup worth $1.08M as of Q3 2026.
  • Diversified Management bought 6,639 Citigroup shares in Q3 2026, an estimated $894K.
  • Citigroup made up 0.19% of Diversified Management's portfolio in Q3 2026, its #106 holding.
  • Diversified Management first reported a position in Citigroup in Q1 2026 and has held it in 3 quarters since.
  • Diversified Management's Citigroup position peaked at $1.33M in Q1 2026.
  • 105 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Diversified Management's 13F filing for Q3 2026, filed 8 Oct 2026.