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Hennion & Walsh Asset Management’s Citigroup C Stock Holding History

Hennion & Walsh Asset Management’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 		$1.15M Buy
8,848
+1,035
+13% +$139K 0.03% 534
2026
Q2 		$1.09M Buy
7,813
+3,805
+95% +$495K 0.03% 539
2026
Q1 		$455K Buy
+4,008
New +$456K 0.02% 736

Other funds holding C

Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Hennion & Walsh Asset Management's C Position: Q3 2026 in Review

Hennion & Walsh Asset Management increased its Citigroup (C) stake by 13% in Q3 2026, buying an estimated $139K and bringing the position to 8,848 shares worth $1.15M. The position accounts for 0.03% of the portfolio, ranked #534.

Hennion & Walsh Asset Management first reported a position in C in Q1 2026 and has held it in 3 quarters since. 262 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Hennion & Walsh Asset Management held 8,848 shares of Citigroup worth $1.15M as of Q3 2026.
  • Hennion & Walsh Asset Management bought 1,035 Citigroup shares in Q3 2026, an estimated $139K.
  • Citigroup made up 0.03% of Hennion & Walsh Asset Management's portfolio in Q3 2026, its #534 holding.
  • Hennion & Walsh Asset Management first reported a position in Citigroup in Q1 2026 and has held it in 3 quarters since.
  • 262 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.