Sax Wealth Advisors’s Citigroup C Stock Holding History

Sax 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 Q2	$397K	Buy	3,504 +355	+11%	+$46.2K	0.02%	393
2026 Q1	$368K	Sell	3,149 -119	-4%	-$13.6K	0.02%	350
2025 Q4	$381K	Sell	3,268 -64	-2%	-$6.65K	0.02%	352
2025 Q3	$338K	Buy	3,332 +493	+17%	+$46.8K	0.02%	331
2025 Q2	$242K	Buy	+2,839	New	+$205K	0.01%	379

Other funds holding C

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Sax Wealth Advisors's C Position: Q2 2026 in Review

Sax Wealth Advisors increased its Citigroup (C) stake by 11% in Q2 2026, buying an estimated $46.2K and bringing the position to 3,504 shares worth $397K. The position accounts for 0.02% of the portfolio, ranked #393.

Sax Wealth Advisors first reported a position in C in Q2 2025 and has held it in 5 quarters since. 569 funds tracked by Wall St. Rank hold C as of Q2 2026.

Sax Wealth Advisors held 3,504 shares of Citigroup worth $397K as of Q2 2026.
Sax Wealth Advisors bought 355 Citigroup shares in Q2 2026, an estimated $46.2K.
Citigroup made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #393 holding.
Sax Wealth Advisors first reported a position in Citigroup in Q2 2025 and has held it in 5 quarters since.
569 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.