Secured Retirement Advisors’s Citigroup C Stock Holding History

Secured Retirement 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	$1.55M	Sell	11,054 -7,767	-41%	-$1.01M	0.79%	48
2026 Q1	$2.13M	Buy	18,821 +2,567	+16%	+$292K	1.21%	24
2025 Q4	$1.9M	Buy	16,254 +583	+4%	+$60.5K	1.06%	27
2025 Q3	$1.59M	Buy	15,671 +349	+2%	+$33.1K	0.89%	32
2025 Q2	$1.3M	Sell	15,322 -36	-0.2%	-$2.6K	0.78%	48
2025 Q1	$1.09M	Buy	15,358 +11,599	+309%	+$884K	0.7%	61
2024 Q4	$265K	Buy	3,759 +438	+13%	+$29.5K	0.15%	123
2024 Q3	$208K	Sell	3,321 -102	-3%	-$6.31K	0.15%	116
2024 Q2	$217K	Buy	+3,423	New	+$211K	0.17%	113

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

Secured Retirement Advisors's C Position: Q2 2026 in Review

Secured Retirement Advisors reduced its Citigroup (C) stake by 41% in Q2 2026, selling an estimated $1.01M and leaving 11,054 shares worth $1.55M. The position accounts for 0.79% of the portfolio, ranked #48.

Secured Retirement Advisors first reported a position in C in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.13M in Q1 2026. 558 funds tracked by Wall St. Rank hold C as of Q2 2026.

Secured Retirement Advisors held 11,054 shares of Citigroup worth $1.55M as of Q2 2026.
Secured Retirement Advisors sold 7,767 Citigroup shares in Q2 2026, an estimated $1.01M.
Citigroup made up 0.79% of Secured Retirement Advisors's portfolio in Q2 2026, its #48 holding.
Secured Retirement Advisors first reported a position in Citigroup in Q2 2024 and has held it in 9 quarters since.
Secured Retirement Advisors's Citigroup position peaked at $2.13M in Q1 2026.
558 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.