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Motive Wealth Advisors’s Citigroup C Stock Holding History

Motive 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 		$297K Buy
2,123
+183
+9% +$23.8K 0.12% 74
2026
Q1 		$220K Sell
1,940
-17
-0.9% -$1.94K 0.1% 85
2025
Q4 		$228K Buy
+1,957
New +$203K 0.1% 85

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Motive Wealth Advisors's C Position: Q2 2026 in Review

Motive Wealth Advisors increased its Citigroup (C) stake by 9.4% in Q2 2026, buying an estimated $23.8K and bringing the position to 2,123 shares worth $297K. The position accounts for 0.12% of the portfolio, ranked #74.

Motive Wealth Advisors first reported a position in C in Q4 2025 and has held it in 3 quarters since. 613 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Motive Wealth Advisors held 2,123 shares of Citigroup worth $297K as of Q2 2026.
  • Motive Wealth Advisors bought 183 Citigroup shares in Q2 2026, an estimated $23.8K.
  • Citigroup made up 0.12% of Motive Wealth Advisors's portfolio in Q2 2026, its #74 holding.
  • Motive Wealth Advisors first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • 613 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Motive Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.