NWF Advisory Services’s Citigroup C Stock Holding History

NWF Advisory Services’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	$7.79M	Sell	60,186 -9,073	-13%	-$1.22M	0.73%	34
2026 Q2	$9.7M	Sell	69,259 -1,005	-1%	-$131K	0.91%	27
2026 Q1	$7.97M	Sell	70,264 -23,378	-25%	-$2.66M	0.9%	31
2025 Q4	$10.9M	Sell	93,642 -13,360	-12%	-$1.39M	1.21%	21
2025 Q3	$10.9M	Sell	107,002 -19,902	-16%	-$1.89M	1.19%	21
2025 Q2	$10.8M	Sell	126,904 -21,235	-14%	-$1.53M	1.29%	21
2025 Q1	$10.5M	Sell	148,139 -16,376	-10%	-$1.25M	1.48%	18
2024 Q4	$11.6M	Buy	164,515 +17,236	+12%	+$1.16M	1.7%	17
2024 Q3	$9.22M	Sell	147,279 -3,237	-2%	-$200K	1.34%	21
2024 Q2	$9.6M	Sell	150,516 -614	-0.4%	-$37.9K	1.52%	18
2024 Q1	$9.6M	Buy	151,130 +2,268	+2%	+$126K	1.6%	16
2023 Q4	$7.66M	Buy	148,862 +1,777	+1%	+$78.7K	1.52%	16
2023 Q3	$6.05M	Buy	147,085 +9,993	+7%	+$439K	1.42%	17
2023 Q2	$6.31M	Hold	137,092	–	–	1.46%	17
2023 Q1	$6.31M	Buy	+137,092	New	+$6.73M	1.46%	17

Other funds holding C

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

NWF Advisory Services's C Position: Q3 2026 in Review

NWF Advisory Services reduced its Citigroup (C) stake by 13% in Q3 2026, selling an estimated $1.22M and leaving 60,186 shares worth $7.79M. The position accounts for 0.73% of the portfolio, ranked #34.

NWF Advisory Services first reported a position in C in Q1 2023 and has held it in 15 quarters since. The position peaked at $11.6M in Q4 2024. 458 funds tracked by Wall St. Rank hold C as of Q3 2026.

NWF Advisory Services held 60,186 shares of Citigroup worth $7.79M as of Q3 2026.
NWF Advisory Services sold 9,073 Citigroup shares in Q3 2026, an estimated $1.22M.
Citigroup made up 0.73% of NWF Advisory Services's portfolio in Q3 2026, its #34 holding.
NWF Advisory Services first reported a position in Citigroup in Q1 2023 and has held it in 15 quarters since.
NWF Advisory Services's Citigroup position peaked at $11.6M in Q4 2024.
458 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.