FORM Wealth Advisors
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FORM Wealth Advisors’s Citigroup C Stock Holding History

FORM Wealth 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 		$203K Buy
1,570
+108
+7% +$14.5K 0.02% 58
2026
Q2 		$205K Buy
+1,462
New +$190K 0.02% 60

Other funds holding C

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

FORM Wealth Advisors's C Position: Q3 2026 in Review

FORM Wealth Advisors increased its Citigroup (C) stake by 7.4% in Q3 2026, buying an estimated $14.5K and bringing the position to 1,570 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #58.

FORM Wealth Advisors first reported a position in C in Q2 2026 and has held it in 2 quarters since. The position peaked at $205K in Q2 2026. 729 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • FORM Wealth Advisors held 1,570 shares of Citigroup worth $203K as of Q3 2026.
  • FORM Wealth Advisors bought 108 Citigroup shares in Q3 2026, an estimated $14.5K.
  • Citigroup made up 0.02% of FORM Wealth Advisors's portfolio in Q3 2026, its #58 holding.
  • FORM Wealth Advisors first reported a position in Citigroup in Q2 2026 and has held it in 2 quarters since.
  • FORM Wealth Advisors's Citigroup position peaked at $205K in Q2 2026.
  • 729 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

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