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Richwood Investment Advisors’s Citigroup C Stock Holding History

Richwood Investment 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 		$858K Sell
6,128
-283
-4% -$36.8K 0.6% 39
2026
Q1 		$727K Buy
6,411
+310
+5% +$35.3K 0.56% 45
2025
Q4 		$749K Buy
6,101
+289
+5% +$30K 0.54% 42
2025
Q3 		$590K Sell
5,812
-55
-0.9% -$5.22K 0.46% 49
2025
Q2 		$499K Buy
5,867
+1,050
+22% +$75.9K 0.41% 58
2025
Q1 		$342K Buy
4,817
+585
+14% +$44.6K 0.29% 78
2024
Q4 		$298K Buy
4,232
+25
+0.6% +$1.69K 0.25% 82
2024
Q3 		$263K Sell
4,207
-300
-7% -$18.6K 0.22% 91
2024
Q2 		$286K Buy
4,507
+80
+2% +$4.93K 0.25% 82
2024
Q1 		$280K Sell
4,427
-260
-6% -$14.5K 0.25% 87
2023
Q4 		$241K Sell
4,687
-713
-13% -$31.6K 0.23% 92
2023
Q3 		$222K Buy
5,400
+74
+1% +$3.25K 0.23% 95
2023
Q2 		$245K Sell
5,326
-809
-13% -$37.9K 0.24% 92
2023
Q1 		$288K Buy
6,135
+100
+2% +$4.91K 0.29% 91
2022
Q4 		$273K Sell
6,035
-2,195
-27% -$99.7K 0.27% 91
2022
Q3 		$343K Buy
8,230
+50
+0.6% +$2.47K 0.38% 76
2022
Q2 		$376K Buy
8,180
+190
+2% +$9.51K 0.38% 76
2022
Q1 		$427K Buy
7,990
+1,915
+32% +$118K 0.38% 75
2021
Q4 		$367K Buy
+6,075
New +$404K 0.32% 74

Other funds holding C

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
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Richwood Investment Advisors's C Position: Q2 2026 in Review

Richwood Investment Advisors reduced its Citigroup (C) stake by 4.4% in Q2 2026, selling an estimated $36.8K and leaving 6,128 shares worth $858K. The position accounts for 0.6% of the portfolio, ranked #39.

Richwood Investment Advisors first reported a position in C in Q4 2021 and has held it in 19 quarters since. 1,108 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Richwood Investment Advisors held 6,128 shares of Citigroup worth $858K as of Q2 2026.
  • Richwood Investment Advisors sold 283 Citigroup shares in Q2 2026, an estimated $36.8K.
  • Citigroup made up 0.6% of Richwood Investment Advisors's portfolio in Q2 2026, its #39 holding.
  • Richwood Investment Advisors first reported a position in Citigroup in Q4 2021 and has held it in 19 quarters since.
  • 1,108 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Richwood Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.