LVW Advisors’s Citigroup C Stock Holding History

LVW 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	$2.65M	Buy	18,929 +4,887	+35%	+$636K	0.23%	60
2026 Q1	$1.59M	Buy	14,042 +5,502	+64%	+$627K	0.15%	79
2025 Q4	$997K	Buy	8,540 +6,222	+268%	+$646K	0.1%	102
2025 Q3	$235K	Buy	+2,318	New	+$220K	0.02%	316

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

LVW Advisors's C Position: Q2 2026 in Review

LVW Advisors increased its Citigroup (C) stake by 35% in Q2 2026, buying an estimated $636K and bringing the position to 18,929 shares worth $2.65M. The position accounts for 0.23% of the portfolio, ranked #60.

LVW Advisors first reported a position in C in Q3 2025 and has held it in 4 quarters since. 1,179 funds tracked by Wall St. Rank hold C as of Q2 2026.

LVW Advisors held 18,929 shares of Citigroup worth $2.65M as of Q2 2026.
LVW Advisors bought 4,887 Citigroup shares in Q2 2026, an estimated $636K.
Citigroup made up 0.23% of LVW Advisors's portfolio in Q2 2026, its #60 holding.
LVW Advisors first reported a position in Citigroup in Q3 2025 and has held it in 4 quarters since.
1,179 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.