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 Q2	$205K	Buy	+1,462	New	+$190K	0.02%	60

Other funds holding C

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

FORM Wealth Advisors's C Position: Q2 2026 in Review

FORM Wealth Advisors opened a new position in Citigroup (C) in Q2 2026: 1,462 shares worth $205K. The stake represents 0.02% of the portfolio and ranks #60 among its holdings.

621 funds tracked by Wall St. Rank hold C as of Q2 2026.

FORM Wealth Advisors held 1,462 shares of Citigroup worth $205K as of Q2 2026.
Citigroup was a new FORM Wealth Advisors position in Q2 2026.
Citigroup made up 0.02% of FORM Wealth Advisors's portfolio in Q2 2026, its #60 holding.
621 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on FORM Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.