Physician Wealth Advisors
C icon

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
Q3 		$145K Buy
1,121
+89
+9% +$12K 0.02% 265
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% +$4.98K 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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Physician Wealth Advisors increased its Citigroup (C) stake by 8.6% in Q3 2026, buying an estimated $12K and bringing the position to 1,121 shares worth $145K. The position accounts for 0.02% of the portfolio, ranked #265.

Physician Wealth Advisors first reported a position in C in Q4 2024 and has held it in 8 quarters since. 2,277 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Physician Wealth Advisors held 1,121 shares of Citigroup worth $145K as of Q3 2026.
  • Physician Wealth Advisors bought 89 Citigroup shares in Q3 2026, an estimated $12K.
  • Citigroup made up 0.02% of Physician Wealth Advisors's portfolio in Q3 2026, its #265 holding.
  • Physician Wealth Advisors first reported a position in Citigroup in Q4 2024 and has held it in 8 quarters since.
  • 2,277 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.