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JNBA Financial Advisors’s Citigroup C Stock Holding History

JNBA Financial 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 		$6.3K Buy
45
+19
+73% +$2.47K ﹤0.01% 580
2026
Q1 		$2.95K Sell
26
-143
-85% -$16.3K ﹤0.01% 689
2025
Q4 		$19.7K Buy
169
+23
+16% +$2.39K ﹤0.01% 423
2025
Q3 		$14.8K Hold
146
– – ﹤0.01% 440
2025
Q2 		$12.4K Hold
146
– – ﹤0.01% 442
2025
Q1 		$10.4K Sell
146
-231
-61% -$17.6K ﹤0.01% 453
2024
Q4 		$26.6K Sell
377
-126
-25% -$8.49K ﹤0.01% 351
2024
Q3 		$31.5K Hold
503
– – ﹤0.01% 340
2024
Q2 		$31.9K Hold
503
– – ﹤0.01% 332
2024
Q1 		$31.8K Hold
503
– – ﹤0.01% 335
2023
Q4 		$25.9K Hold
503
– – ﹤0.01% 366
2023
Q3 		$20.7K Sell
503
-125
-20% -$5.49K ﹤0.01% 382
2023
Q2 		$28.9K Hold
628
– – ﹤0.01% 345
2023
Q1 		$29.5K Hold
628
– – ﹤0.01% 342
2022
Q4 		$28.4K Sell
628
-257
-29% -$11.7K ﹤0.01% 335
2022
Q3 		$37K Sell
885
-101
-10% -$4.99K 0.01% 301
2022
Q2 		$45K Buy
986
+20
+2% +$1K 0.01% 290
2022
Q1 		$52K Hold
966
– – 0.01% 283
2021
Q4 		$58K Buy
966
+80
+9% +$5.32K 0.01% 284
2021
Q3 		$62K Hold
886
– – 0.01% 269
2021
Q2 		$63K Hold
886
– – 0.01% 267
2021
Q1 		$64K Hold
886
– – 0.01% 260
2020
Q4 		$55K Hold
886
– – 0.01% 255
2020
Q3 		$38K Buy
886
+143
+19% +$7.12K 0.01% 266
2020
Q2 		$38K Hold
743
– – 0.01% 260
2020
Q1 		$31K Sell
743
-300
-29% -$20.1K 0.01% 264
2019
Q4 		$83K Hold
1,043
– – 0.02% 197
2019
Q3 		$72K Hold
1,043
– – 0.01% 199
2019
Q2 		$73K Hold
1,043
– – 0.01% 201
2019
Q1 		$65K Hold
1,043
– – 0.01% 200
2018
Q4 		$54K Buy
1,043
+897
+614% +$56.8K 0.01% 197
2018
Q3 		$10K Sell
146
-897
-86% -$63.4K ﹤0.01% 374
2018
Q2 		$70K Buy
1,043
+557
+115% +$38.3K 0.01% 198
2018
Q1 		$33K Buy
486
+15
+3% +$1.13K 0.01% 264
2017
Q4 		$35K Sell
471
-40
-8% -$2.96K 0.01% 256
2017
Q3 		$37K Buy
511
+166
+48% +$11.3K 0.01% 238
2017
Q2 		$23K Hold
345
– – 0.01% 278
2017
Q1 		$21K Sell
345
-100
-22% -$5.91K 0.01% 283
2016
Q4 		$26K Sell
445
-5,495
-93% -$296K 0.01% 269
2016
Q3 		$281K Buy
5,940
+5,626
+1,792% +$256K 0.04% 177
2016
Q2 		$13K Hold
314
– – ﹤0.01% 324
2016
Q1 		$13K Sell
314
-500
-61% -$20.9K ﹤0.01% 321
2015
Q4 		$42K Buy
814
+500
+159% +$26.5K 0.02% 209
2015
Q3 		$16K Hold
314
– – 0.01% 299
2015
Q2 		$17K Hold
314
– – 0.01% 299
2015
Q1 		$16K Sell
314
-21
-6% -$1.07K 0.01% 313
2014
Q4 		$18K Sell
335
-25
-7% -$1.33K 0.01% 299
2014
Q3 		$19K Sell
360
-78
-18% -$3.92K 0.01% 297
2014
Q2 		$21K Hold
438
– – 0.01% 264
2014
Q1 		$21K Hold
438
– – 0.01% 249
2013
Q4 		$23K Sell
438
-150
-26% -$7.59K 0.01% 230
2013
Q3 		$29K Buy
588
+385
+190% +$19.5K 0.02% 194
2013
Q2 		$10K Buy
+203
New +$9.76K 0.01% 260

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

JNBA Financial Advisors's C Position: Q2 2026 in Review

JNBA Financial Advisors increased its Citigroup (C) stake by 73% in Q2 2026, buying an estimated $2.47K and bringing the position to 45 shares worth $6.3K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

JNBA Financial Advisors first reported a position in C in Q2 2013 and has held it in 53 quarters since. The position peaked at $281K in Q3 2016. 891 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • JNBA Financial Advisors held 45 shares of Citigroup worth $6.3K as of Q2 2026.
  • JNBA Financial Advisors bought 19 Citigroup shares in Q2 2026, an estimated $2.47K.
  • Citigroup made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #580 holding.
  • JNBA Financial Advisors first reported a position in Citigroup in Q2 2013 and has held it in 53 quarters since.
  • JNBA Financial Advisors's Citigroup position peaked at $281K in Q3 2016.
  • 891 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.