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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
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 $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

IVC Wealth Advisors's C Position: Q2 2026 in Review

IVC Wealth Advisors reduced its Citigroup (C) stake by 1.1% in Q2 2026, selling an estimated $3.38K and leaving 2,371 shares worth $332K. The position accounts for 0.13% of the portfolio, ranked #133.

IVC Wealth Advisors first reported a position in C in Q1 2024 and has held it in 10 quarters since. 433 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • IVC Wealth Advisors held 2,371 shares of Citigroup worth $332K as of Q2 2026.
  • IVC Wealth Advisors sold 26 Citigroup shares in Q2 2026, an estimated $3.38K.
  • Citigroup made up 0.13% of IVC Wealth Advisors's portfolio in Q2 2026, its #133 holding.
  • IVC Wealth Advisors first reported a position in Citigroup in Q1 2024 and has held it in 10 quarters since.
  • 433 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.