Riverbend Wealth Management’s Citigroup C Stock Holding History

Riverbend Wealth Management’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	$1.57M	Buy	12,157 +100	+0.8%	+$13.5K	0.72%	40
2026 Q2	$1.69M	Buy	12,057 +163	+1%	+$21.2K	0.85%	31
2026 Q1	$1.35M	Sell	11,894 -3,797	-24%	-$432K	0.77%	32
2025 Q4	$1.83M	Buy	15,691 +570	+4%	+$59.2K	1.14%	23
2025 Q3	$1.53M	Sell	15,121 -17	-0.1%	-$1.61K	1.07%	25
2025 Q2	$1.29M	Buy	15,138 +1,506	+11%	+$109K	0.98%	30
2025 Q1	$968K	Buy	13,632 +2,688	+25%	+$205K	0.87%	35
2024 Q4	$772K	Buy	+10,944	New	+$738K	0.69%	41

Other funds holding C

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Riverbend Wealth Management's C Position: Q3 2026 in Review

Riverbend Wealth Management increased its Citigroup (C) stake by 0.83% in Q3 2026, buying an estimated $13.5K and bringing the position to 12,157 shares worth $1.57M. The position accounts for 0.72% of the portfolio, ranked #40.

Riverbend Wealth Management first reported a position in C in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.83M in Q4 2025. 1,732 funds tracked by Wall St. Rank hold C as of Q3 2026.

Riverbend Wealth Management held 12,157 shares of Citigroup worth $1.57M as of Q3 2026.
Riverbend Wealth Management bought 100 Citigroup shares in Q3 2026, an estimated $13.5K.
Citigroup made up 0.72% of Riverbend Wealth Management's portfolio in Q3 2026, its #40 holding.
Riverbend Wealth Management first reported a position in Citigroup in Q4 2024 and has held it in 8 quarters since.
Riverbend Wealth Management's Citigroup position peaked at $1.83M in Q4 2025.
1,732 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Riverbend Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.