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Intelligence Driven Advisers’s Citigroup C Stock Holding History

Intelligence Driven Advisers’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 		$584K Buy
4,514
+175
+4% +$23.6K 0.1% 68
2026
Q2 		$607K Buy
4,339
+1,126
+35% +$147K 0.1% 68
2026
Q1 		$364K Sell
3,213
-2,340
-42% -$266K 0.06% 83
2025
Q4 		$648K Sell
5,553
-120
-2% -$12.5K 0.09% 64
2025
Q3 		$576K Buy
5,673
+1
+0% +$95 0.08% 65
2025
Q2 		$483K Buy
5,672
+1,865
+49% +$135K 0.07% 66
2025
Q1 		$270K Sell
3,807
-973
-20% -$74.2K 0.05% 75
2024
Q4 		$336K Sell
4,780
-775
-14% -$52.2K 0.06% 69
2024
Q3 		$348K Sell
5,555
-280
-5% -$17.3K 0.05% 77
2024
Q2 		$370K Sell
5,835
-95
-2% -$5.86K 0.05% 74
2024
Q1 		$375K Sell
5,930
-67
-1% -$3.73K 0.06% 61
2023
Q4 		$337K Buy
+5,997
New +$265K 0.05% 63

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
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
GI
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
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 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

Intelligence Driven Advisers's C Position: Q3 2026 in Review

Intelligence Driven Advisers increased its Citigroup (C) stake by 4% in Q3 2026, buying an estimated $23.6K and bringing the position to 4,514 shares worth $584K. The position accounts for 0.1% of the portfolio, ranked #68.

Intelligence Driven Advisers first reported a position in C in Q4 2023 and has held it in 12 quarters since. The position peaked at $648K in Q4 2025. 118 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Intelligence Driven Advisers held 4,514 shares of Citigroup worth $584K as of Q3 2026.
  • Intelligence Driven Advisers bought 175 Citigroup shares in Q3 2026, an estimated $23.6K.
  • Citigroup made up 0.1% of Intelligence Driven Advisers's portfolio in Q3 2026, its #68 holding.
  • Intelligence Driven Advisers first reported a position in Citigroup in Q4 2023 and has held it in 12 quarters since.
  • Intelligence Driven Advisers's Citigroup position peaked at $648K in Q4 2025.
  • 118 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.