LifeGoal Wealth Advisors’s Citigroup C Stock Holding History

LifeGoal 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	$265K	Buy	+1,893	New	+$246K	0.12%	113

Other funds holding C

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

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

LifeGoal Wealth Advisors opened a new position in Citigroup (C) in Q2 2026: 1,893 shares worth $265K. The stake represents 0.12% of the portfolio and ranks #113 among its holdings.

1,177 funds tracked by Wall St. Rank hold C as of Q2 2026.

LifeGoal Wealth Advisors held 1,893 shares of Citigroup worth $265K as of Q2 2026.
Citigroup was a new LifeGoal Wealth Advisors position in Q2 2026.
Citigroup made up 0.12% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #113 holding.
1,177 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.