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Farther Finance Advisors’s Citigroup C Stock Holding History

Farther Finance 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 		$9.49M Buy
73,274
+1,684
+2% +$227K 0.07% 267
2026
Q2 		$10M Buy
71,590
+11,513
+19% +$1.5M 0.08% 213
2026
Q1 		$6.93M Buy
60,077
+2,685
+5% +$306K 0.07% 267
2025
Q4 		$6.7M Buy
57,392
+19,007
+50% +$1.97M 0.07% 249
2025
Q3 		$3.9M Buy
38,385
+6,471
+20% +$614K 0.06% 276
2025
Q2 		$2.72M Buy
31,914
+4,000
+14% +$289K 0.05% 289
2025
Q1 		$1.97M Buy
27,914
+6,242
+29% +$476K 0.05% 304
2024
Q4 		$1.53M Sell
21,672
-641
-3% -$43.2K 0.06% 265
2024
Q3 		$1.4M Buy
22,313
+1,683
+8% +$104K 0.05% 267
2024
Q2 		$1.31M Buy
20,630
+6,317
+44% +$389K 0.06% 234
2024
Q1 		$908K Buy
14,313
+1,781
+14% +$99.1K 0.06% 272
2023
Q4 		$645K Buy
12,532
+673
+6% +$29.8K 0.05% 304
2023
Q3 		$488K Sell
11,859
-1,823
-13% -$80K 0.08% 209
2023
Q2 		$630K Buy
13,682
+166
+1% +$7.78K 0.14% 138
2023
Q1 		$634K Buy
13,516
+2,426
+22% +$119K 0.19% 104
2022
Q4 		$502K Buy
+11,090
New +$504K 0.19% 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
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
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
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return

Farther Finance Advisors's C Position: Q3 2026 in Review

Farther Finance Advisors increased its Citigroup (C) stake by 2.4% in Q3 2026, buying an estimated $227K and bringing the position to 73,274 shares worth $9.49M. The position accounts for 0.07% of the portfolio, ranked #267.

Farther Finance Advisors first reported a position in C in Q4 2022 and has held it in 16 quarters since. The position peaked at $10M in Q2 2026. 96 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Farther Finance Advisors held 73,274 shares of Citigroup worth $9.49M as of Q3 2026.
  • Farther Finance Advisors bought 1,684 Citigroup shares in Q3 2026, an estimated $227K.
  • Citigroup made up 0.07% of Farther Finance Advisors's portfolio in Q3 2026, its #267 holding.
  • Farther Finance Advisors first reported a position in Citigroup in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Citigroup position peaked at $10M in Q2 2026.
  • 96 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.