First Heartland Consultants’s Citigroup C Stock Holding History

First Heartland Consultants’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	$360K	Buy	2,779 +763	+38%	+$103K	0.02%	417
2026 Q2	$282K	Buy	2,016 +183	+10%	+$23.8K	0.02%	488
2026 Q1	$208K	Sell	1,833 -2,831	-61%	-$322K	0.02%	503
2025 Q4	$544K	Buy	4,664 +5	+0.1%	+$519	0.04%	279
2025 Q3	$473K	Sell	4,659 -336	-7%	-$31.9K	0.04%	297
2025 Q2	$425K	Buy	4,995 +493	+11%	+$35.6K	0.04%	303
2025 Q1	$320K	Buy	+4,502	New	+$343K	0.03%	336
2021 Q3	–	Sell	-5,566	Closed	-$394K	–	392
2021 Q2	$394K	Sell	5,566 -301	-5%	-$22.3K	0.06%	250
2021 Q1	$427K	Buy	5,867 +30	+0.5%	+$2K	0.07%	228
2020 Q4	$360K	Sell	5,837 -583	-9%	-$29.6K	0.06%	214
2020 Q3	$277K	Sell	6,420 -183	-3%	-$9.12K	0.05%	224
2020 Q2	$337K	Buy	6,603 +1,735	+36%	+$82.3K	0.07%	199
2020 Q1	$205K	Buy	4,868 +2,120	+77%	+$142K	0.05%	225
2019 Q4	$220K	Buy	+2,748	New	+$203K	0.04%	277
2019 Q2	–	Sell	-3,649	Closed	-$227K	–	285
2019 Q1	$227K	Buy	+3,649	New	+$227K	0.06%	248
2018 Q4	–	Sell	-3,537	Closed	-$254K	–	244
2018 Q3	$254K	Buy	+3,537	New	+$250K	0.08%	209

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

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

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

First Heartland Consultants's C Position: Q3 2026 in Review

First Heartland Consultants increased its Citigroup (C) stake by 38% in Q3 2026, buying an estimated $103K and bringing the position to 2,779 shares worth $360K. The position accounts for 0.02% of the portfolio, ranked #417.

First Heartland Consultants first reported a position in C in Q3 2018 and has held it in 16 quarters since. The position peaked at $544K in Q4 2025. 100 funds tracked by Wall St. Rank hold C as of Q3 2026.

First Heartland Consultants held 2,779 shares of Citigroup worth $360K as of Q3 2026.
First Heartland Consultants bought 763 Citigroup shares in Q3 2026, an estimated $103K.
Citigroup made up 0.02% of First Heartland Consultants's portfolio in Q3 2026, its #417 holding.
First Heartland Consultants first reported a position in Citigroup in Q3 2018 and has held it in 16 quarters since.
First Heartland Consultants's Citigroup position peaked at $544K in Q4 2025.
100 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.