N.E.W. Advisory Services’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$122K Buy
875
+262
+43% +$34.1K 0.01% 270
2026
Q1
$69.5K Sell
613
-90
-13% -$10.2K 0.01% 326
2025
Q4
$82K Buy
703
+91
+15% +$9.45K 0.01% 308
2025
Q3
$62.1K Buy
612
+1
+0.2% +$95 0.01% 298
2025
Q2
$52K Sell
611
-88
-13% -$6.36K 0.01% 311
2025
Q1
$49.6K Buy
+699
New +$53.3K ﹤0.01% 362

Other funds holding C

N.E.W. Advisory Services's C Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Citigroup (C) stake by 43% in Q2 2026, buying an estimated $34.1K and bringing the position to 875 shares worth $122K. The position accounts for 0.01% of the portfolio, ranked #270.

N.E.W. Advisory Services first reported a position in C in Q1 2025 and has held it in 6 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • N.E.W. Advisory Services held 875 shares of Citigroup worth $122K as of Q2 2026.
  • N.E.W. Advisory Services bought 262 Citigroup shares in Q2 2026, an estimated $34.1K.
  • Citigroup made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #270 holding.
  • N.E.W. Advisory Services first reported a position in Citigroup in Q1 2025 and has held it in 6 quarters since.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.