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Legacy Private Trust’s Citigroup C Stock Holding History

Legacy Private Trust’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
-1,447
Closed -$203K – 274
2026
Q2 		$203K Buy
+1,447
New +$188K 0.01% 264
2015
Q4 		– Sell
-5,150
Closed -$255K – 238
2015
Q3 		$255K Buy
+5,150
New +$281K 0.04% 215

Other funds holding C

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Legacy Private Trust's C Position: Q3 2026 in Review

Legacy Private Trust sold out of Citigroup (C) in Q3 2026, closing a stake of 1,447 shares — an estimated $203K sold.

Legacy Private Trust first reported a position in C in Q3 2015 and held it in 2 quarters. The position peaked at $255K in Q3 2015. 118 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Legacy Private Trust reported no remaining Citigroup position as of Q3 2026 after selling out during the quarter.
  • Legacy Private Trust sold 1,447 Citigroup shares in Q3 2026, an estimated $203K.
  • Legacy Private Trust first reported a position in Citigroup in Q3 2015 and held it in 2 quarters.
  • Legacy Private Trust's Citigroup position peaked at $255K in Q3 2015.
  • 118 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.