OAS
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Optivise Advisory Services’s Citigroup C Stock Holding History

Optivise 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
Q2 		$447K Buy
3,197
+499
+18% +$65K 0.23% 118
2026
Q1 		$306K Buy
2,698
+733
+37% +$83.5K 0.19% 129
2025
Q4 		$229K Buy
+1,965
New +$204K 0.13% 171

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
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
New York State Teachers Retirement System (NYSTRS)
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
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
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 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

Optivise Advisory Services's C Position: Q2 2026 in Review

Optivise Advisory Services increased its Citigroup (C) stake by 18% in Q2 2026, buying an estimated $65K and bringing the position to 3,197 shares worth $447K. The position accounts for 0.23% of the portfolio, ranked #118.

Optivise Advisory Services first reported a position in C in Q4 2025 and has held it in 3 quarters since. 832 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Optivise Advisory Services held 3,197 shares of Citigroup worth $447K as of Q2 2026.
  • Optivise Advisory Services bought 499 Citigroup shares in Q2 2026, an estimated $65K.
  • Citigroup made up 0.23% of Optivise Advisory Services's portfolio in Q2 2026, its #118 holding.
  • Optivise Advisory Services first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • 832 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.