Opal Wealth Advisors’s Citigroup C Stock Holding History

Opal 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 Q3	$493K	Sell	3,806 -833	-18%	-$112K	0.1%	102
2026 Q2	$649K	Sell	4,639 -455	-9%	-$59.2K	0.14%	76
2026 Q1	$578K	Sell	5,094 -128	-2%	-$14.6K	0.13%	88
2025 Q4	$609K	Sell	5,222 -169	-3%	-$17.6K	0.16%	86
2025 Q3	$547K	Sell	5,391 -1,810	-25%	-$172K	0.15%	88
2025 Q2	$613K	Buy	7,201 +591	+9%	+$42.7K	0.17%	71
2025 Q1	$469K	Buy	6,610 +109	+2%	+$8.31K	0.14%	83
2024 Q4	$458K	Buy	6,501 +326	+5%	+$22K	0.14%	96
2024 Q3	$387K	Buy	6,175 +1,730	+39%	+$107K	0.12%	97
2024 Q2	$282K	Buy	+4,445	New	+$274K	0.09%	127

Other funds holding C

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

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

Opal Wealth Advisors's C Position: Q3 2026 in Review

Opal Wealth Advisors reduced its Citigroup (C) stake by 18% in Q3 2026, selling an estimated $112K and leaving 3,806 shares worth $493K. The position accounts for 0.1% of the portfolio, ranked #102.

Opal Wealth Advisors first reported a position in C in Q2 2024 and has held it in 10 quarters since. The position peaked at $649K in Q2 2026. 745 funds tracked by Wall St. Rank hold C as of Q3 2026.

Opal Wealth Advisors held 3,806 shares of Citigroup worth $493K as of Q3 2026.
Opal Wealth Advisors sold 833 Citigroup shares in Q3 2026, an estimated $112K.
Citigroup made up 0.1% of Opal Wealth Advisors's portfolio in Q3 2026, its #102 holding.
Opal Wealth Advisors first reported a position in Citigroup in Q2 2024 and has held it in 10 quarters since.
Opal Wealth Advisors's Citigroup position peaked at $649K in Q2 2026.
745 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

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