Riversedge Advisors
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Riversedge Advisors’s Citigroup C Stock Holding History

Riversedge 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 		$1.13M Buy
8,765
+2,433
+38% +$328K 0.14% 68
2026
Q2 		$886K Buy
6,332
+551
+10% +$71.7K 0.12% 72
2026
Q1 		$656K Sell
5,781
-59
-1% -$6.72K 0.11% 72
2025
Q4 		$681K Buy
5,840
+707
+14% +$73.4K 0.11% 62
2025
Q3 		$521K Buy
5,133
+1,175
+30% +$111K 0.09% 72
2025
Q2 		$337K Buy
3,958
+596
+18% +$43.1K 0.07% 77
2025
Q1 		$239K Buy
+3,362
New +$256K 0.05% 99

Other funds holding C

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Riversedge Advisors's C Position: Q3 2026 in Review

Riversedge Advisors increased its Citigroup (C) stake by 38% in Q3 2026, buying an estimated $328K and bringing the position to 8,765 shares worth $1.13M. The position accounts for 0.14% of the portfolio, ranked #68.

Riversedge Advisors first reported a position in C in Q1 2025 and has held it in 7 quarters since. 1,743 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Riversedge Advisors held 8,765 shares of Citigroup worth $1.13M as of Q3 2026.
  • Riversedge Advisors bought 2,433 Citigroup shares in Q3 2026, an estimated $328K.
  • Citigroup made up 0.14% of Riversedge Advisors's portfolio in Q3 2026, its #68 holding.
  • Riversedge Advisors first reported a position in Citigroup in Q1 2025 and has held it in 7 quarters since.
  • 1,743 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.