Eagle Strategies’s Citigroup C Stock Holding History

Eagle Strategies’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	$1.73M	Sell	13,389 -28	-0.2%	-$3.77K	0.17%	108
2026 Q2	$1.88M	Buy	13,417 +224	+2%	+$29.2K	0.19%	102
2026 Q1	$1.5M	Buy	13,193 +11,471	+666%	+$1.31M	0.18%	105
2025 Q4	$201K	Buy	+1,722	New	+$179K	0.03%	245
2024 Q2	–	Sell	-4,116	Closed	-$260K	–	224
2024 Q1	$260K	Buy	+4,116	New	+$229K	0.06%	227

Other funds holding C

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Eagle Strategies's C Position: Q3 2026 in Review

Eagle Strategies reduced its Citigroup (C) stake by 0.21% in Q3 2026, selling an estimated $3.77K and leaving 13,389 shares worth $1.73M. The position accounts for 0.17% of the portfolio, ranked #108.

Eagle Strategies first reported a position in C in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.88M in Q2 2026. 1,509 funds tracked by Wall St. Rank hold C as of Q3 2026.

Eagle Strategies held 13,389 shares of Citigroup worth $1.73M as of Q3 2026.
Eagle Strategies sold 28 Citigroup shares in Q3 2026, an estimated $3.77K.
Citigroup made up 0.17% of Eagle Strategies's portfolio in Q3 2026, its #108 holding.
Eagle Strategies first reported a position in Citigroup in Q1 2024 and has held it in 5 quarters since.
Eagle Strategies's Citigroup position peaked at $1.88M in Q2 2026.
1,509 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Eagle Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.