Scott Capital Advisors
C icon

Scott Capital Advisors’s Citigroup C Stock Holding History

Scott Capital 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 		$252K Sell
1,983
-43
-2% -$5.79K 0.04% 66
2026
Q2 		$284K Sell
2,026
-6
-0.3% -$781 0.04% 57
2026
Q1 		$253K Sell
2,032
-10
-0.5% -$1.14K 0.05% 54
2025
Q4 		$238K Buy
+2,042
New +$212K 0.05% 52

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

Scott Capital Advisors's C Position: Q3 2026 in Review

Scott Capital Advisors reduced its Citigroup (C) stake by 2.1% in Q3 2026, selling an estimated $5.79K and leaving 1,983 shares worth $252K. The position accounts for 0.04% of the portfolio, ranked #66.

Scott Capital Advisors first reported a position in C in Q4 2025 and has held it in 4 quarters since. The position peaked at $284K in Q2 2026. 1,743 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Scott Capital Advisors held 1,983 shares of Citigroup worth $252K as of Q3 2026.
  • Scott Capital Advisors sold 43 Citigroup shares in Q3 2026, an estimated $5.79K.
  • Citigroup made up 0.04% of Scott Capital Advisors's portfolio in Q3 2026, its #66 holding.
  • Scott Capital Advisors first reported a position in Citigroup in Q4 2025 and has held it in 4 quarters since.
  • Scott Capital Advisors's Citigroup position peaked at $284K in Q2 2026.
  • 1,743 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Scott Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.