Mosley Wealth Management’s Citigroup C Stock Holding History

Mosley 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	$483K	Buy	3,918 +334	+9%	+$45K	0.14%	108
2026 Q2	$502K	Sell	3,584 -15,123	-81%	-$1.97M	0.16%	95
2026 Q1	$1.9M	Sell	18,707 -206	-1%	-$23.5K	0.86%	26
2025 Q4	$1.83M	Buy	+18,913	New	+$1.96M	0.84%	26
2024 Q4	$1.29M	Buy	16,034 +1,302	+9%	+$87.8K	0.8%	28
2024 Q3	$911K	Buy	14,732 +1,932	+15%	+$119K	0.62%	32
2024 Q2	$812K	Sell	12,800 -2,179	-15%	-$134K	0.69%	28
2024 Q1	$947K	Sell	14,979 -781	-5%	-$43.5K	0.89%	22
2023 Q4	$811K	Buy	+15,760	New	+$698K	0.8%	27

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

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

Mosley Wealth Management increased its Citigroup (C) stake by 9.3% in Q3 2026, buying an estimated $45K and bringing the position to 3,918 shares worth $483K. The position accounts for 0.14% of the portfolio, ranked #108.

Mosley Wealth Management first reported a position in C in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.9M in Q1 2026. 1,509 funds tracked by Wall St. Rank hold C as of Q3 2026.

Mosley Wealth Management held 3,918 shares of Citigroup worth $483K as of Q3 2026.
Mosley Wealth Management bought 334 Citigroup shares in Q3 2026, an estimated $45K.
Citigroup made up 0.14% of Mosley Wealth Management's portfolio in Q3 2026, its #108 holding.
Mosley Wealth Management first reported a position in Citigroup in Q4 2023 and has held it in 9 quarters since.
Mosley Wealth Management's Citigroup position peaked at $1.9M in Q1 2026.
1,509 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.