Legacy Advisors
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Legacy Advisors’s Citigroup C Stock Holding History

Legacy 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 		– Sell
-2,087
Closed -$292K – 323
2026
Q2 		$292K Buy
+2,087
New +$272K 0.03% 245
2025
Q1 		$700K Buy
9,865
+446
+5% +$34K 0.07% 209
2024
Q4 		$663K Buy
9,419
+5,456
+138% +$368K 0.06% 222
2024
Q3 		$248K Buy
3,963
+76
+2% +$4.7K 0.03% 329
2024
Q2 		$247K Buy
3,887
+374
+11% +$23.1K 0.03% 282
2024
Q1 		$222K Buy
+3,513
New +$195K 0.03% 287
2023
Q3 		– Sell
-6,974
Closed -$321K – 283
2023
Q2 		$321K Sell
6,974
-204
-3% -$9.6K 0.05% 214
2023
Q1 		$337K Buy
+7,178
New +$352K 0.06% 190
2020
Q1 		– Sell
-5,200
Closed -$415K – 99
2019
Q4 		$415K Buy
+5,200
New +$384K 0.26% 76
2019
Q3 		– Sell
-235
Closed -$16K – 143
2019
Q2 		$16K Sell
235
-147
-38% -$9.8K 0.01% 271
2019
Q1 		$24K Sell
382
-5,604
-94% -$348K 0.01% 262
2018
Q4 		$312K Sell
5,986
-82
-1% -$5.19K 0.24% 86
2018
Q3 		$435K Buy
6,068
+4,350
+253% +$308K 0.21% 96
2018
Q2 		$115K Buy
1,718
+1,336
+350% +$92K 0.09% 128
2018
Q1 		$27K Buy
382
+100
+35% +$7.52K 0.02% 191
2017
Q4 		$20K Hold
282
– – 0.02% 190
2017
Q3 		$20K Buy
282
+12
+4% +$819 0.02% 162
2017
Q2 		$18K Buy
+270
New +$16.6K 0.02% 138

Other funds holding C

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Legacy Advisors's C Position: Q3 2026 in Review

Legacy Advisors sold out of Citigroup (C) in Q3 2026, closing a stake of 2,087 shares — an estimated $292K sold.

Legacy Advisors first reported a position in C in Q2 2017 and held it in 18 quarters. The position peaked at $700K in Q1 2025. 745 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Legacy Advisors reported no remaining Citigroup position as of Q3 2026 after selling out during the quarter.
  • Legacy Advisors sold 2,087 Citigroup shares in Q3 2026, an estimated $292K.
  • Legacy Advisors first reported a position in Citigroup in Q2 2017 and held it in 18 quarters.
  • Legacy Advisors's Citigroup position peaked at $700K in Q1 2025.
  • 745 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.