Lyell Wealth Management
C icon

Lyell Wealth Management’s Citigroup C Stock Holding History

Lyell Wealth Management’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 		$345K Buy
2,667
+376
+16% +$50.6K 0.02% 188
2026
Q2 		$321K Buy
2,291
+200
+10% +$26K 0.02% 192
2026
Q1 		$237K Buy
2,091
+20
+1% +$2.28K 0.02% 198
2025
Q4 		$242K Buy
+2,071
New +$215K 0.02% 198
2025
Q3 		– Sell
-14,667
Closed -$1.25M – 214
2025
Q2 		$1.25M Sell
14,667
-28,100
-66% -$2.03M 0.1% 108
2025
Q1 		$3.04M Buy
+42,767
New +$3.26M 0.28% 79

Other funds holding C

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Lyell Wealth Management's C Position: Q3 2026 in Review

Lyell Wealth Management increased its Citigroup (C) stake by 16% in Q3 2026, buying an estimated $50.6K and bringing the position to 2,667 shares worth $345K. The position accounts for 0.02% of the portfolio, ranked #188.

Lyell Wealth Management first reported a position in C in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.04M in Q1 2025. 1,743 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Lyell Wealth Management held 2,667 shares of Citigroup worth $345K as of Q3 2026.
  • Lyell Wealth Management bought 376 Citigroup shares in Q3 2026, an estimated $50.6K.
  • Citigroup made up 0.02% of Lyell Wealth Management's portfolio in Q3 2026, its #188 holding.
  • Lyell Wealth Management first reported a position in Citigroup in Q1 2025 and has held it in 6 quarters since.
  • Lyell Wealth Management's Citigroup position peaked at $3.04M in Q1 2025.
  • 1,743 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.