Journey Advisory Group
C icon

Journey Advisory Group’s Citigroup C Stock Holding History

Journey Advisory Group’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
-1,541
Closed -$216K – 281
2026
Q2 		$216K Buy
+1,541
New +$201K 0.02% 267
2025
Q3 		– Sell
-26,668
Closed -$2.27M – 272
2025
Q2 		$2.27M Sell
26,668
-486
-2% -$35.1K 0.18% 119
2025
Q1 		$1.93M Buy
+27,154
New +$2.07M 0.16% 115

Other funds holding C

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Journey Advisory Group's C Position: Q3 2026 in Review

Journey Advisory Group sold out of Citigroup (C) in Q3 2026, closing a stake of 1,541 shares — an estimated $216K sold.

Journey Advisory Group first reported a position in C in Q1 2025 and held it in 3 quarters. The position peaked at $2.27M in Q2 2025. 1,743 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Journey Advisory Group reported no remaining Citigroup position as of Q3 2026 after selling out during the quarter.
  • Journey Advisory Group sold 1,541 Citigroup shares in Q3 2026, an estimated $216K.
  • Journey Advisory Group first reported a position in Citigroup in Q1 2025 and held it in 3 quarters.
  • Journey Advisory Group's Citigroup position peaked at $2.27M in Q2 2025.
  • 1,743 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Journey Advisory Group's 13F filing for Q3 2026, filed 4 Nov 2026.