RFG - Bristol Wealth Advisors’s Citigroup C Stock Holding History

RFG - Bristol 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	$378K	Buy	2,917 +38	+1%	+$5.12K	0.09%	124
2026 Q2	$403K	Buy	2,879 +13	+0.5%	+$1.69K	0.1%	123
2026 Q1	$325K	Buy	2,866 +15	+0.5%	+$1.71K	0.09%	140
2025 Q4	$333K	Buy	2,851 +15	+0.5%	+$1.56K	0.09%	134
2025 Q3	$288K	Sell	2,836 -290	-9%	-$27.5K	0.08%	152
2025 Q2	$266K	Sell	3,126 -6,585	-68%	-$476K	0.08%	155
2025 Q1	$689K	Buy	+9,711	New	+$740K	0.23%	82

Other funds holding C

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

EIA

Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

RFG - Bristol Wealth Advisors's C Position: Q3 2026 in Review

RFG - Bristol Wealth Advisors increased its Citigroup (C) stake by 1.3% in Q3 2026, buying an estimated $5.12K and bringing the position to 2,917 shares worth $378K. The position accounts for 0.09% of the portfolio, ranked #124.

RFG - Bristol Wealth Advisors first reported a position in C in Q1 2025 and has held it in 7 quarters since. The position peaked at $689K in Q1 2025. 118 funds tracked by Wall St. Rank hold C as of Q3 2026.

RFG - Bristol Wealth Advisors held 2,917 shares of Citigroup worth $378K as of Q3 2026.
RFG - Bristol Wealth Advisors bought 38 Citigroup shares in Q3 2026, an estimated $5.12K.
Citigroup made up 0.09% of RFG - Bristol Wealth Advisors's portfolio in Q3 2026, its #124 holding.
RFG - Bristol Wealth Advisors first reported a position in Citigroup in Q1 2025 and has held it in 7 quarters since.
RFG - Bristol Wealth Advisors's Citigroup position peaked at $689K in Q1 2025.
118 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.