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Meadowbrook Wealth Management’s Citigroup C Stock Holding History

Meadowbrook 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 		$722K Buy
+5,578
New +$751K 0.76% 35
2026
Q1 		– Sell
-6,338
Closed -$740K – 67
2025
Q4 		$740K Buy
+6,338
New +$658K 0.84% 32

Other funds holding C

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Meadowbrook Wealth Management opened a new position in Citigroup (C) in Q3 2026: 5,578 shares worth $722K. The stake represents 0.76% of the portfolio and ranks #35 among its holdings. This is a return to the name: Meadowbrook Wealth Management previously reported a position in C as recently as Q4 2025.

Meadowbrook Wealth Management first reported a position in C in Q4 2025 and has held it in 2 quarters since. The position peaked at $740K in Q4 2025. 118 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Meadowbrook Wealth Management held 5,578 shares of Citigroup worth $722K as of Q3 2026.
  • Citigroup was a new Meadowbrook Wealth Management position in Q3 2026.
  • Citigroup made up 0.76% of Meadowbrook Wealth Management's portfolio in Q3 2026, its #35 holding.
  • Meadowbrook Wealth Management first reported a position in Citigroup in Q4 2025 and has held it in 2 quarters since.
  • Meadowbrook Wealth Management's Citigroup position peaked at $740K in Q4 2025.
  • 118 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Meadowbrook Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.