McGlone Suttner Wealth Management’s Citigroup C Stock Holding History

McGlone Suttner 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	$399K	Buy	3,079 +25	+0.8%	+$3.37K	0.05%	147
2026 Q2	$427K	Buy	3,054 +2	+0.1%	+$260	0.05%	143
2026 Q1	$346K	Buy	3,052 +17	+0.6%	+$1.94K	0.05%	147
2025 Q4	$354K	Buy	3,035 +5	+0.2%	+$519	0.05%	149
2025 Q3	$308K	Buy	3,030 +7	+0.2%	+$664	0.04%	157
2025 Q2	$257K	Sell	3,023 -440	-13%	-$31.8K	0.04%	169
2025 Q1	$246K	Buy	3,463 +457	+15%	+$34.8K	0.04%	165
2024 Q4	$212K	Buy	+3,006	New	+$203K	0.04%	169
2024 Q1	–	Sell	-2,652	Closed	-$136K	–	261
2023 Q4	$136K	Buy	+2,652	New	+$117K	0.03%	181

Other funds holding C

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

McGlone Suttner Wealth Management's C Position: Q3 2026 in Review

McGlone Suttner Wealth Management increased its Citigroup (C) stake by 0.82% in Q3 2026, buying an estimated $3.37K and bringing the position to 3,079 shares worth $399K. The position accounts for 0.05% of the portfolio, ranked #147.

McGlone Suttner Wealth Management first reported a position in C in Q4 2023 and has held it in 9 quarters since. The position peaked at $427K in Q2 2026. 1,509 funds tracked by Wall St. Rank hold C as of Q3 2026.

McGlone Suttner Wealth Management held 3,079 shares of Citigroup worth $399K as of Q3 2026.
McGlone Suttner Wealth Management bought 25 Citigroup shares in Q3 2026, an estimated $3.37K.
Citigroup made up 0.05% of McGlone Suttner Wealth Management's portfolio in Q3 2026, its #147 holding.
McGlone Suttner Wealth Management first reported a position in Citigroup in Q4 2023 and has held it in 9 quarters since.
McGlone Suttner Wealth Management's Citigroup position peaked at $427K in Q2 2026.
1,509 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

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