IVC Wealth Advisors
C icon

IVC Wealth Advisors’s Citigroup C Stock Holding History

IVC 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 		$278K Sell
2,144
-227
-10% -$30.6K 0.11% 141
2026
Q2 		$332K Sell
2,371
-26
-1% -$3.38K 0.13% 133
2026
Q1 		$272K Buy
2,397
+24
+1% +$2.73K 0.12% 142
2025
Q4 		$277K Sell
2,373
-166
-7% -$17.2K 0.12% 141
2025
Q3 		$258K Buy
2,539
+18
+0.7% +$1.71K 0.12% 152
2025
Q2 		$215K Sell
2,521
-433
-15% -$31.3K 0.1% 162
2025
Q1 		$210K Sell
2,954
-402
-12% -$30.7K 0.11% 155
2024
Q4 		$236K Sell
3,356
-69
-2% -$4.65K 0.13% 138
2024
Q3 		$214K Buy
3,425
+35
+1% +$2.16K 0.12% 154
2024
Q2 		$215K Sell
3,390
-8
-0.2% -$493 0.12% 153
2024
Q1 		$215K Buy
+3,398
New +$189K 0.12% 151

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

IVC Wealth Advisors reduced its Citigroup (C) stake by 9.6% in Q3 2026, selling an estimated $30.6K and leaving 2,144 shares worth $278K. The position accounts for 0.11% of the portfolio, ranked #141.

IVC Wealth Advisors first reported a position in C in Q1 2024 and has held it in 11 quarters since. The position peaked at $332K in Q2 2026. 1,153 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • IVC Wealth Advisors held 2,144 shares of Citigroup worth $278K as of Q3 2026.
  • IVC Wealth Advisors sold 227 Citigroup shares in Q3 2026, an estimated $30.6K.
  • Citigroup made up 0.11% of IVC Wealth Advisors's portfolio in Q3 2026, its #141 holding.
  • IVC Wealth Advisors first reported a position in Citigroup in Q1 2024 and has held it in 11 quarters since.
  • IVC Wealth Advisors's Citigroup position peaked at $332K in Q2 2026.
  • 1,153 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on IVC Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.