Regent Peak Wealth Advisors’s Citigroup C Stock Holding History

Regent Peak 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	$639K	Buy	4,567 +346	+8%	+$45K	0.12%	79
2026 Q1	$479K	Buy	4,221 +331	+9%	+$37.7K	0.1%	93
2025 Q4	$454K	Buy	3,890 +172	+5%	+$17.9K	0.09%	102
2025 Q3	$377K	Buy	+3,718	New	+$353K	0.08%	112
2021 Q4	–	Sell	-3,285	Closed	-$231K	–	168
2021 Q3	$231K	Buy	3,285 +141	+4%	+$9.86K	0.07%	153
2021 Q2	$213K	Sell	3,144 -1,098	-26%	-$81.2K	0.06%	159
2021 Q1	$308K	Buy	4,242 +241	+6%	+$16.1K	0.1%	118
2020 Q4	$247K	Buy	+4,001	New	+$203K	0.08%	124
2020 Q1	–	Sell	-4,016	Closed	-$320K	–	116
2019 Q4	$320K	Buy	+4,016	New	+$297K	0.15%	91

Other funds holding C

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Regent Peak Wealth Advisors's C Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Citigroup (C) stake by 8.2% in Q2 2026, buying an estimated $45K and bringing the position to 4,567 shares worth $639K. The position accounts for 0.12% of the portfolio, ranked #79.

Regent Peak Wealth Advisors first reported a position in C in Q4 2019 and has held it in 9 quarters since. 494 funds tracked by Wall St. Rank hold C as of Q2 2026.

Regent Peak Wealth Advisors held 4,567 shares of Citigroup worth $639K as of Q2 2026.
Regent Peak Wealth Advisors bought 346 Citigroup shares in Q2 2026, an estimated $45K.
Citigroup made up 0.12% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #79 holding.
Regent Peak Wealth Advisors first reported a position in Citigroup in Q4 2019 and has held it in 9 quarters since.
494 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.