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 Q3	$54.4K	Buy	420 +33	+9%	+$4.44K	0.01%	218
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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

GoalVest Advisory's C Position: Q3 2026 in Review

GoalVest Advisory increased its Citigroup (C) stake by 8.5% in Q3 2026, buying an estimated $4.44K and bringing the position to 420 shares worth $54.4K. The position accounts for 0.01% of the portfolio, ranked #218.

GoalVest Advisory first reported a position in C in Q2 2021 and has held it in 12 quarters since. 2,277 funds tracked by Wall St. Rank hold C as of Q3 2026.

GoalVest Advisory held 420 shares of Citigroup worth $54.4K as of Q3 2026.
GoalVest Advisory bought 33 Citigroup shares in Q3 2026, an estimated $4.44K.
Citigroup made up 0.01% of GoalVest Advisory's portfolio in Q3 2026, its #218 holding.
GoalVest Advisory first reported a position in Citigroup in Q2 2021 and has held it in 12 quarters since.
2,277 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.