GA
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GoalVest Advisory’s Citigroup C Stock Holding History

GoalVest Advisory’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 		$54.2K Buy
387
+99
+34% +$12.9K 0.01% 200
2026
Q1 		$32.7K Sell
288
-105
-27% -$12K 0.01% 271
2025
Q4 		$45.9K Buy
393
+143
+57% +$14.8K 0.01% 253
2025
Q3 		$25.4K Hold
250
– – 0.01% 279
2025
Q2 		$21.3K Buy
250
+247
+8,233% +$17.9K 0.01% 270
2025
Q1 		$213 Buy
+3
New +$229 ﹤0.01% 440
2024
Q2 		– Sell
-160
Closed -$10.1K – 328
2024
Q1 		$10.1K Buy
160
+90
+129% +$5.01K ﹤0.01% 317
2023
Q4 		$3.6K Hold
70
– – ﹤0.01% 304
2023
Q3 		$2.88K Buy
+70
New +$3.07K ﹤0.01% 394
2022
Q2 		– Sell
-9
Closed – – 334
2022
Q1 		$0 Buy
+9
New +$556 ﹤0.01% 386
2021
Q2 		$5K Buy
+64
New +$4.74K ﹤0.01% 214

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

GoalVest Advisory's C Position: Q2 2026 in Review

GoalVest Advisory increased its Citigroup (C) stake by 34% in Q2 2026, buying an estimated $12.9K and bringing the position to 387 shares worth $54.2K. The position accounts for 0.01% of the portfolio, ranked #200.

GoalVest Advisory first reported a position in C in Q2 2021 and has held it in 11 quarters since. 433 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • GoalVest Advisory held 387 shares of Citigroup worth $54.2K as of Q2 2026.
  • GoalVest Advisory bought 99 Citigroup shares in Q2 2026, an estimated $12.9K.
  • Citigroup made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #200 holding.
  • GoalVest Advisory first reported a position in Citigroup in Q2 2021 and has held it in 11 quarters since.
  • 433 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.