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Physician Wealth Advisors’s Citigroup C Stock Holding History

Physician 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
Q2 		$144K Buy
1,032
+61
+6% +$7.94K 0.02% 263
2026
Q1 		$110K Buy
971
+57
+6% +$6.49K 0.02% 263
2025
Q4 		$107K Buy
914
+48
+6% +$4.99K 0.01% 262
2025
Q3 		$87.9K Buy
866
+321
+59% +$30.5K 0.01% 287
2025
Q2 		$46.4K Buy
545
+96
+21% +$6.94K 0.01% 360
2025
Q1 		$31.9K Hold
449
– – 0.01% 405
2024
Q4 		$31.6K Buy
+449
New +$30.3K 0.01% 412

Other funds holding C

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Physician Wealth Advisors's C Position: Q2 2026 in Review

Physician Wealth Advisors increased its Citigroup (C) stake by 6.3% in Q2 2026, buying an estimated $7.94K and bringing the position to 1,032 shares worth $144K. The position accounts for 0.02% of the portfolio, ranked #263.

Physician Wealth Advisors first reported a position in C in Q4 2024 and has held it in 7 quarters since. 1,239 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Physician Wealth Advisors held 1,032 shares of Citigroup worth $144K as of Q2 2026.
  • Physician Wealth Advisors bought 61 Citigroup shares in Q2 2026, an estimated $7.94K.
  • Citigroup made up 0.02% of Physician Wealth Advisors's portfolio in Q2 2026, its #263 holding.
  • Physician Wealth Advisors first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
  • 1,239 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.