Moss Adams Wealth Advisors’s Citigroup C Stock Holding History

Moss Adams Wealth Advisors’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 Q2	$1.26M	Buy	8,970 +168	+2%	+$21.9K	0.08%	79
2026 Q1	$998K	Sell	8,802 -2,998	-25%	-$341K	0.07%	82
2025 Q4	$1.38M	Buy	11,800 +173	+1%	+$18K	0.1%	64
2025 Q3	$1.18M	Buy	11,627 +163	+1%	+$15.5K	0.09%	66
2025 Q2	$976K	Sell	11,464 -649	-5%	-$46.9K	0.09%	80
2025 Q1	$860K	Buy	12,113 +1,530	+14%	+$117K	0.09%	75
2024 Q4	$745K	Sell	10,583 -414	-4%	-$27.9K	0.08%	79
2024 Q3	$688K	Buy	10,997 +852	+8%	+$52.7K	0.08%	74
2024 Q2	$644K	Buy	10,145 +857	+9%	+$52.8K	0.09%	70
2024 Q1	$587K	Buy	+9,288	New	+$517K	0.09%	67

Other funds holding C

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Moss Adams Wealth Advisors's C Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its Citigroup (C) stake by 1.9% in Q2 2026, buying an estimated $21.9K and bringing the position to 8,970 shares worth $1.26M. The position accounts for 0.08% of the portfolio, ranked #79.

Moss Adams Wealth Advisors first reported a position in C in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.38M in Q4 2025. 1,054 funds tracked by Wall St. Rank hold C as of Q2 2026.

Moss Adams Wealth Advisors held 8,970 shares of Citigroup worth $1.26M as of Q2 2026.
Moss Adams Wealth Advisors bought 168 Citigroup shares in Q2 2026, an estimated $21.9K.
Citigroup made up 0.08% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #79 holding.
Moss Adams Wealth Advisors first reported a position in Citigroup in Q1 2024 and has held it in 10 quarters since.
Moss Adams Wealth Advisors's Citigroup position peaked at $1.38M in Q4 2025.
1,054 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.