Register Financial Advisors’s Citigroup C Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$326K	Buy	2,518 +18	+0.7%	+$2.42K	0.1%	184
2026 Q2	$350K	Hold	2,500	–	–	0.11%	182
2026 Q1	$284K	Hold	2,500	–	–	0.1%	177
2025 Q4	$292K	Buy	2,500 +71	+3%	+$7.37K	0.11%	161
2025 Q3	$247K	Buy	2,429 +779	+47%	+$73.9K	0.1%	174
2025 Q2	$140K	Buy	1,650 +500	+43%	+$36.1K	0.06%	213
2025 Q1	$81.6K	Buy	1,150 +975	+557%	+$74.3K	0.04%	223
2024 Q4	$12.3K	Hold	175	–	–	0.01%	262
2024 Q3	$11K	Hold	175	–	–	0.01%	263
2024 Q2	$11.1K	Hold	175	–	–	0.01%	518
2024 Q1	$11.1K	Buy	175 +3	+2%	+$167	0.01%	536
2023 Q4	$8.85K	Buy	+172	New	+$7.62K	0.01%	259
2023 Q3	–	Sell	-1,050	Closed	-$48.3K	–	597
2023 Q2	$48.3K	Sell	1,050 -359	-25%	-$16.8K	0.03%	261
2023 Q1	$66.1K	Sell	1,409 -548	-28%	-$26.9K	0.05%	226
2022 Q4	$88.5K	Buy	+1,957	New	+$88.9K	0.06%	274

Other funds holding C

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Register Financial Advisors's C Position: Q3 2026 in Review

Register Financial Advisors increased its Citigroup (C) stake by 0.72% in Q3 2026, buying an estimated $2.42K and bringing the position to 2,518 shares worth $326K. The position accounts for 0.1% of the portfolio, ranked #184.

Register Financial Advisors first reported a position in C in Q4 2022 and has held it in 15 quarters since. The position peaked at $350K in Q2 2026. 2,277 funds tracked by Wall St. Rank hold C as of Q3 2026.

Register Financial Advisors held 2,518 shares of Citigroup worth $326K as of Q3 2026.
Register Financial Advisors bought 18 Citigroup shares in Q3 2026, an estimated $2.42K.
Citigroup made up 0.1% of Register Financial Advisors's portfolio in Q3 2026, its #184 holding.
Register Financial Advisors first reported a position in Citigroup in Q4 2022 and has held it in 15 quarters since.
Register Financial Advisors's Citigroup position peaked at $350K in Q2 2026.
2,277 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Register Financial Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.