Forvis Mazars Wealth Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $327K | Sell |
2,887
-52
| -2% | -$5.92K | 0.01% | 342 |
|
|
2025
Q4 | $343K | Buy |
2,939
+543
| +23% | +$56.4K | 0.01% | 334 |
|
|
2025
Q3 | $243K | Buy |
2,396
+36
| +2% | +$3.42K | ﹤0.01% | 375 |
|
|
2025
Q2 | $201K | Buy |
+2,360
| New | +$171K | ﹤0.01% | 391 |
|
|
2021
Q1 | – | Sell |
-4,805
| Closed | -$296K | – | 291 |
|
|
2020
Q4 | $296K | Sell |
4,805
-458,275
| -99% | -$23.3M | 0.01% | 292 |
|
|
2020
Q3 | $867K | Buy |
463,080
+456,069
| +6,505% | +$22.7M | 0.05% | 146 |
|
|
2020
Q2 | $358K | Sell |
7,011
-1,618
| -19% | -$76.8K | 0.02% | 230 |
|
|
2020
Q1 | $363K | Sell |
8,629
-678
| -7% | -$45.5K | 0.03% | 201 |
|
|
2019
Q4 | $744K | Buy |
9,307
+958
| +11% | +$70.8K | 0.05% | 144 |
|
|
2019
Q3 | $577K | Buy |
8,349
+121
| +1% | +$8.23K | 0.05% | 151 |
|
|
2019
Q2 | $576K | Sell |
8,228
-166
| -2% | -$11.1K | 0.05% | 150 |
|
|
2019
Q1 | $522K | Buy |
8,394
+325
| +4% | +$20.2K | 0.04% | 160 |
|
|
2018
Q4 | $420K | Sell |
8,069
-1,457
| -15% | -$92.3K | 0.04% | 152 |
|
|
2018
Q3 | $683K | Sell |
9,526
-15
| -0.2% | -$1.06K | 0.06% | 124 |
|
|
2018
Q2 | $638K | Sell |
9,541
-3,654
| -28% | -$252K | 0.06% | 123 |
|
|
2018
Q1 | $891K | Buy |
13,195
+3,847
| +41% | +$289K | 0.09% | 108 |
|
|
2017
Q4 | $696K | Sell |
9,348
-440
| -4% | -$32.5K | 0.07% | 116 |
|
|
2017
Q3 | $712K | Buy |
9,788
+374
| +4% | +$25.5K | 0.08% | 108 |
|
|
2017
Q2 | $630K | Buy |
9,414
+1,771
| +23% | +$109K | 0.07% | 117 |
|
|
2017
Q1 | $457K | Sell |
7,643
-273
| -3% | -$16.1K | 0.06% | 131 |
|
|
2016
Q4 | $470K | Buy |
7,916
+1,039
| +15% | +$56.1K | 0.06% | 124 |
|
|
2016
Q3 | $325K | Buy |
6,877
+1,036
| +18% | +$47.1K | 0.05% | 138 |
|
|
2016
Q2 | $248K | Sell |
5,841
-669
| -10% | -$29.6K | 0.04% | 157 |
|
|
2016
Q1 | $272K | Sell |
6,510
-4,171
| -39% | -$174K | 0.04% | 147 |
|
|
2015
Q4 | $553K | Buy |
10,681
+577
| +6% | +$30.6K | 0.08% | 105 |
|
|
2015
Q3 | $501K | Buy |
10,104
+4,100
| +68% | +$224K | 0.09% | 105 |
|
|
2015
Q2 | $332K | Buy |
6,004
+62
| +1% | +$3.37K | 0.05% | 135 |
|
|
2015
Q1 | $306K | Buy |
5,942
+179
| +3% | +$9.12K | 0.04% | 146 |
|
|
2014
Q4 | $312K | Sell |
5,763
-1,619
| -22% | -$86K | 0.05% | 124 |
|
|
2014
Q3 | $383K | Sell |
7,382
-42
| -0.6% | -$2.11K | 0.07% | 98 |
|
|
2014
Q2 | $350K | Sell |
7,424
-3,183
| -30% | -$151K | 0.06% | 106 |
|
|
2014
Q1 | $504K | Sell |
10,607
-764
| -7% | -$38.1K | 0.09% | 106 |
|
|
2013
Q4 | $593K | Sell |
11,371
-396
| -3% | -$20K | 0.11% | 98 |
|
|
2013
Q3 | $571K | Buy |
11,767
+872
| +8% | +$44.1K | 0.12% | 98 |
|
|
2013
Q2 | $523K | Buy |
+10,895
| New | +$524K | 0.41% | 62 |
|
Other funds holding C
VCM
VPM
Forvis Mazars Wealth Advisors's C Position: Q1 2026 in Review
Forvis Mazars Wealth Advisors reduced its Citigroup (C) stake by 1.8% in Q1 2026, selling an estimated $5.92K and leaving 2,887 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #342.
Forvis Mazars Wealth Advisors first reported a position in C in Q2 2013 and has held it in 35 quarters since. The position peaked at $891K in Q1 2018. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.
- Forvis Mazars Wealth Advisors held 2,887 shares of Citigroup worth $327K as of Q1 2026.
- Forvis Mazars Wealth Advisors sold 52 Citigroup shares in Q1 2026, an estimated $5.92K.
- Citigroup made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #342 holding.
- Forvis Mazars Wealth Advisors first reported a position in Citigroup in Q2 2013 and has held it in 35 quarters since.
- Forvis Mazars Wealth Advisors's Citigroup position peaked at $891K in Q1 2018.
- 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.
Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.