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Sandy Cove Advisors’s Citigroup C Stock Holding History

Sandy Cove 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 		$349K Sell
2,495
-30
-1% -$3.9K 0.09% 115
2026
Q1 		$286K Buy
2,525
+44
+2% +$5.01K 0.09% 118
2025
Q4 		$290K Buy
+2,481
New +$258K 0.09% 115
2022
Q2 		– Sell
-872
Closed -$47K – 113
2022
Q1 		$47K Buy
872
+291
+50% +$18K 0.04% 204
2021
Q4 		$35K Buy
+581
New +$38.6K 0.03% 226

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Sandy Cove Advisors's C Position: Q2 2026 in Review

Sandy Cove Advisors reduced its Citigroup (C) stake by 1.2% in Q2 2026, selling an estimated $3.9K and leaving 2,495 shares worth $349K. The position accounts for 0.09% of the portfolio, ranked #115.

Sandy Cove Advisors first reported a position in C in Q4 2021 and has held it in 5 quarters since. 591 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Sandy Cove Advisors held 2,495 shares of Citigroup worth $349K as of Q2 2026.
  • Sandy Cove Advisors sold 30 Citigroup shares in Q2 2026, an estimated $3.9K.
  • Citigroup made up 0.09% of Sandy Cove Advisors's portfolio in Q2 2026, its #115 holding.
  • Sandy Cove Advisors first reported a position in Citigroup in Q4 2021 and has held it in 5 quarters since.
  • 591 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.