Heritage Wealth Advisors
C icon

Heritage Wealth Advisors’s Citigroup C Stock Holding History

Heritage Wealth Advisors’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 		– Sell
-431
Closed -$60.3K – 267
2026
Q2 		$60.3K Buy
431
+162
+60% +$21.1K ﹤0.01% 316
2026
Q1 		$30.5K Sell
269
-1,099
-80% -$125K ﹤0.01% 388
2025
Q4 		$160K Sell
1,368
-46
-3% -$4.78K 0.01% 237
2025
Q3 		$144K Hold
1,414
– – 0.01% 223
2025
Q2 		$120K Hold
1,414
– – 0.01% 232
2025
Q1 		$100K Sell
1,414
-29
-2% -$2.21K 0.01% 244
2024
Q4 		$102K Buy
1,443
+5
+0.3% +$337 0.01% 249
2024
Q3 		$90K Buy
1,438
+266
+23% +$16.4K ﹤0.01% 272
2024
Q2 		$74.4K Hold
1,172
– – ﹤0.01% 277
2024
Q1 		$74.1K Sell
1,172
-1,278
-52% -$71.1K ﹤0.01% 292
2023
Q4 		$126K Buy
2,450
+1,050
+75% +$46.5K 0.01% 247
2023
Q3 		$57.6K Buy
+1,400
New +$61.4K ﹤0.01% 286
2022
Q4 		– Sell
-8,234
Closed -$298K – 564
2022
Q3 		$298K Buy
+8,234
New +$407K 0.02% 161
2021
Q3 		– Sell
-4,013
Closed -$165K – 541
2021
Q2 		$165K Buy
+4,013
New +$297K 0.01% 216
2021
Q1 		– Sell
-4,885
Closed -$208K – 569
2020
Q4 		$208K Sell
4,885
-349
-7% -$17.7K 0.01% 192
2020
Q3 		$184K Buy
5,234
+544
+12% +$27.1K 0.02% 154
2020
Q2 		$171K Buy
4,690
+2,893
+161% +$137K 0.02% 153
2020
Q1 		$75.7K Sell
1,797
-5,184
-74% -$348K 0.01% 216
2019
Q4 		$413K Buy
6,981
+274
+4% +$20.2K 0.05% 115
2019
Q3 		$349K Buy
6,707
+420
+7% +$28.6K 0.05% 118
2019
Q2 		$364K Buy
6,287
+1,000
+19% +$66.9K 0.06% 108
2019
Q1 		$301K Buy
5,287
+4,600
+670% +$286K 0.05% 108
2018
Q4 		$35K Sell
687
-127
-16% -$8.04K 0.01% 218
2018
Q3 		$58K Buy
+814
New +$57.6K 0.01% 187

Other funds holding C

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Heritage Wealth Advisors's C Position: Q3 2026 in Review

Heritage Wealth Advisors sold out of Citigroup (C) in Q3 2026, closing a stake of 431 shares — an estimated $60.3K sold.

Heritage Wealth Advisors first reported a position in C in Q3 2018 and held it in 24 quarters. The position peaked at $413K in Q4 2019. 2,277 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Heritage Wealth Advisors reported no remaining Citigroup position as of Q3 2026 after selling out during the quarter.
  • Heritage Wealth Advisors sold 431 Citigroup shares in Q3 2026, an estimated $60.3K.
  • Heritage Wealth Advisors first reported a position in Citigroup in Q3 2018 and held it in 24 quarters.
  • Heritage Wealth Advisors's Citigroup position peaked at $413K in Q4 2019.
  • 2,277 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Heritage Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.