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MJT & Associates Financial Advisory’s Citigroup C Stock Holding History

MJT & Associates Financial Advisory’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 		$15K Hold
116
– – 0.01% 152
2026
Q2 		$16.2K Hold
116
– – 0.01% 145
2026
Q1 		$13.2K Hold
116
– – 0.01% 157
2025
Q4 		$13.5K Hold
116
– – 0.01% 156
2025
Q3 		$11.8K Hold
116
– – 0.01% 174
2025
Q2 		$9.87K Hold
116
– – 0.01% 209
2025
Q1 		$8.23K Buy
+116
New +$8.85K 0.01% 230

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
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
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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

MJT & Associates Financial Advisory's C Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its Citigroup (C) position steady in Q3 2026 at 116 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #152.

MJT & Associates Financial Advisory first reported a position in C in Q1 2025 and has held it in 7 quarters since. The position peaked at $16.2K in Q2 2026. 105 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • MJT & Associates Financial Advisory held 116 shares of Citigroup worth $15K as of Q3 2026.
  • MJT & Associates Financial Advisory left its Citigroup share count unchanged in Q3 2026.
  • Citigroup made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #152 holding.
  • MJT & Associates Financial Advisory first reported a position in Citigroup in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's Citigroup position peaked at $16.2K in Q2 2026.
  • 105 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.