Montz Harcus Wealth Management’s Citigroup C Stock Holding History

Montz Harcus 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	$275K	Sell	2,125 -6	-0.3%	-$808	0.1%	82
2026 Q2	$298K	Buy	2,131 +41	+2%	+$5.34K	0.11%	75
2026 Q1	$237K	Buy	2,090 +40	+2%	+$4.55K	0.1%	79
2025 Q4	$239K	Buy	2,050 +32	+2%	+$3.32K	0.1%	80
2025 Q3	$205K	Buy	+2,018	New	+$191K	0.09%	84

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

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

Montz Harcus Wealth Management's C Position: Q3 2026 in Review

Montz Harcus Wealth Management reduced its Citigroup (C) stake by 0.28% in Q3 2026, selling an estimated $808 and leaving 2,125 shares worth $275K. The position accounts for 0.1% of the portfolio, ranked #82.

Montz Harcus Wealth Management first reported a position in C in Q3 2025 and has held it in 5 quarters since. The position peaked at $298K in Q2 2026. 118 funds tracked by Wall St. Rank hold C as of Q3 2026.

Montz Harcus Wealth Management held 2,125 shares of Citigroup worth $275K as of Q3 2026.
Montz Harcus Wealth Management sold 6 Citigroup shares in Q3 2026, an estimated $808.
Citigroup made up 0.1% of Montz Harcus Wealth Management's portfolio in Q3 2026, its #82 holding.
Montz Harcus Wealth Management first reported a position in Citigroup in Q3 2025 and has held it in 5 quarters since.
Montz Harcus Wealth Management's Citigroup position peaked at $298K in Q2 2026.
118 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.