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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
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

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Scott Capital Advisors's C Position: Q2 2026 in Review

Scott Capital Advisors reduced its Citigroup (C) stake by 0.3% in Q2 2026, selling an estimated $781 and leaving 2,026 shares worth $284K. The position accounts for 0.04% of the portfolio, ranked #57.

Scott Capital Advisors first reported a position in C in Q4 2025 and has held it in 3 quarters since. 803 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Scott Capital Advisors held 2,026 shares of Citigroup worth $284K as of Q2 2026.
  • Scott Capital Advisors sold 6 Citigroup shares in Q2 2026, an estimated $781.
  • Citigroup made up 0.04% of Scott Capital Advisors's portfolio in Q2 2026, its #57 holding.
  • Scott Capital Advisors first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • 803 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Scott Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.