Optivise Advisory Services
C icon

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
Q3 		$502K Buy
3,878
+681
+21% +$91.7K 0.25% 106
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Optivise Advisory Services increased its Citigroup (C) stake by 21% in Q3 2026, buying an estimated $91.7K and bringing the position to 3,878 shares worth $502K. The position accounts for 0.25% of the portfolio, ranked #106.

Optivise Advisory Services first reported a position in C in Q4 2025 and has held it in 4 quarters since. 1,484 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Optivise Advisory Services held 3,878 shares of Citigroup worth $502K as of Q3 2026.
  • Optivise Advisory Services bought 681 Citigroup shares in Q3 2026, an estimated $91.7K.
  • Citigroup made up 0.25% of Optivise Advisory Services's portfolio in Q3 2026, its #106 holding.
  • Optivise Advisory Services first reported a position in Citigroup in Q4 2025 and has held it in 4 quarters since.
  • 1,484 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

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