Emerald Advisors’s Citigroup C Stock Holding History

Emerald 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	$287K	Sell	2,219 -348	-14%	-$46.9K	0.04%	98
2026 Q2	$359K	Buy	2,567 +193	+8%	+$25.1K	0.05%	94
2026 Q1	$269K	Buy	+2,374	New	+$270K	0.03%	100
2021 Q4	–	Sell	-4,204	Closed	-$295K	–	93
2021 Q3	$295K	Buy	4,204 +115	+3%	+$8.04K	0.08%	78
2021 Q2	$289K	Sell	4,089 -80	-2%	-$5.92K	0.09%	78
2021 Q1	$303K	Sell	4,169 -1,192	-22%	-$79.6K	0.11%	62
2020 Q4	$331K	Sell	5,361 -3,592	-40%	-$183K	0.11%	59
2020 Q3	$386K	Sell	8,953 -685	-7%	-$34.1K	0.15%	49
2020 Q2	$492K	Buy	9,638 +1,230	+15%	+$58.4K	0.22%	35
2020 Q1	$389K	Buy	8,408 +5,044	+150%	+$339K	0.18%	45
2019 Q4	$258K	Buy	+3,364	New	+$249K	0.25%	78

Other funds holding C

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Emerald Advisors's C Position: Q3 2026 in Review

Emerald Advisors reduced its Citigroup (C) stake by 14% in Q3 2026, selling an estimated $46.9K and leaving 2,219 shares worth $287K. The position accounts for 0.04% of the portfolio, ranked #98.

Emerald Advisors first reported a position in C in Q4 2019 and has held it in 11 quarters since. The position peaked at $492K in Q2 2020. 572 funds tracked by Wall St. Rank hold C as of Q3 2026.

Emerald Advisors held 2,219 shares of Citigroup worth $287K as of Q3 2026.
Emerald Advisors sold 348 Citigroup shares in Q3 2026, an estimated $46.9K.
Citigroup made up 0.04% of Emerald Advisors's portfolio in Q3 2026, its #98 holding.
Emerald Advisors first reported a position in Citigroup in Q4 2019 and has held it in 11 quarters since.
Emerald Advisors's Citigroup position peaked at $492K in Q2 2020.
572 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

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