GAMMA Investing’s Citigroup C Stock Holding History

GAMMA Investing’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	$7.59M	Buy	58,582 +3,807	+7%	+$513K	0.26%	61
2026 Q2	$7.67M	Buy	54,775 +5,397	+11%	+$703K	0.29%	55
2026 Q1	$5.6M	Buy	49,378 +2,856	+6%	+$325K	0.26%	60
2025 Q4	$5.43M	Buy	46,522 +3,436	+8%	+$357K	0.27%	55
2025 Q3	$4.37M	Buy	43,086 +3,235	+8%	+$307K	0.24%	58
2025 Q2	$3.39M	Buy	39,851 +5,615	+16%	+$406K	0.21%	68
2025 Q1	$2.43M	Buy	34,236 +3,855	+13%	+$294K	0.18%	92
2024 Q4	$2.14M	Buy	30,381 +3,308	+12%	+$223K	0.18%	95
2024 Q3	$1.69M	Buy	27,073 +3,601	+15%	+$223K	0.17%	109
2024 Q2	$1.49M	Buy	23,472 +8,598	+58%	+$530K	0.2%	83
2024 Q1	$941K	Buy	14,874 +2,158	+17%	+$120K	0.19%	91
2023 Q4	$714K	Buy	+12,716	New	+$563K	0.19%	83

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

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

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

GAMMA Investing's C Position: Q3 2026 in Review

GAMMA Investing increased its Citigroup (C) stake by 7% in Q3 2026, buying an estimated $513K and bringing the position to 58,582 shares worth $7.59M. The position accounts for 0.26% of the portfolio, ranked #61.

GAMMA Investing first reported a position in C in Q4 2023 and has held it in 12 quarters since. The position peaked at $7.67M in Q2 2026. 96 funds tracked by Wall St. Rank hold C as of Q3 2026.

GAMMA Investing held 58,582 shares of Citigroup worth $7.59M as of Q3 2026.
GAMMA Investing bought 3,807 Citigroup shares in Q3 2026, an estimated $513K.
Citigroup made up 0.26% of GAMMA Investing's portfolio in Q3 2026, its #61 holding.
GAMMA Investing first reported a position in Citigroup in Q4 2023 and has held it in 12 quarters since.
GAMMA Investing's Citigroup position peaked at $7.67M in Q2 2026.
96 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.