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Long Run Wealth Advisors’s Citigroup C Stock Holding History

Long Run 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
2025
Q4 		$260K Sell
2,226
-39
-2% -$4.05K 0.05% 96
2025
Q3 		$230K Buy
+2,265
New +$215K 0.05% 101

Other funds holding C

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Long Run Wealth Advisors's C Position: Q4 2025 in Review

Long Run Wealth Advisors reduced its Citigroup (C) stake by 1.7% in Q4 2025, selling an estimated $4.05K and leaving 2,226 shares worth $260K. The position accounts for 0.05% of the portfolio, ranked #96.

Long Run Wealth Advisors first reported a position in C in Q3 2025 and has held it in 2 quarters since. 2,453 funds tracked by Wall St. Rank hold C as of Q4 2025.

  • Long Run Wealth Advisors held 2,226 shares of Citigroup worth $260K as of Q4 2025.
  • Long Run Wealth Advisors sold 39 Citigroup shares in Q4 2025, an estimated $4.05K.
  • Citigroup made up 0.05% of Long Run Wealth Advisors's portfolio in Q4 2025, its #96 holding.
  • Long Run Wealth Advisors first reported a position in Citigroup in Q3 2025 and has held it in 2 quarters since.
  • 2,453 funds tracked by Wall St. Rank held Citigroup as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.