Smith Salley Wealth Management’s Citigroup C Stock Holding History

Smith Salley Wealth Management’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	$2.47M	Sell	19,064 -5,331	-22%	-$718K	0.1%	109
2026 Q2	$3.41M	Buy	+24,395	New	+$3.18M	0.15%	94
2023 Q4	–	Sell	-37,345	Closed	-$1.54M	–	243
2023 Q3	$1.54M	Sell	37,345 -865	-2%	-$38K	0.11%	112
2023 Q2	$1.76M	Buy	38,210 +10,878	+40%	+$509K	0.13%	107
2023 Q1	$1.28M	Buy	27,332 +6,251	+30%	+$307K	0.1%	118
2022 Q4	$953K	Sell	21,081 -5,699	-21%	-$259K	0.08%	129
2022 Q3	$1.12M	Sell	26,780 -215	-0.8%	-$10.6K	0.1%	120
2022 Q2	$1.24M	Buy	26,995 +2,671	+11%	+$134K	0.11%	123
2022 Q1	$1.3M	Buy	24,324 +1,334	+6%	+$82.4K	0.1%	127
2021 Q4	$1.39M	Sell	22,990 -541	-2%	-$36K	0.1%	127
2021 Q3	$1.65M	Buy	23,531 +934	+4%	+$65.3K	0.13%	114
2021 Q2	$1.6M	Buy	+22,597	New	+$1.67M	0.13%	115
2017 Q4	–	Sell	-3,290	Closed	-$239K	–	181
2017 Q3	$239K	Hold	3,290	–	–	0.05%	155
2017 Q2	$220K	Buy	+3,290	New	+$202K	0.04%	161
2015 Q3	–	Sell	-4,090	Closed	-$226K	–	155
2015 Q2	$226K	Hold	4,090	–	–	0.06%	145
2015 Q1	$211K	Sell	4,090 -200	-5%	-$10.2K	0.05%	156
2014 Q4	$232K	Hold	4,290	–	–	0.06%	151
2014 Q3	$222K	Buy	+4,290	New	+$216K	0.06%	162
2013 Q3	–	Sell	-8,745	Closed	-$419K	–	88
2013 Q2	$419K	Buy	+8,745	New	+$420K	0.34%	58

Other funds holding C

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Smith Salley Wealth Management's C Position: Q3 2026 in Review

Smith Salley Wealth Management reduced its Citigroup (C) stake by 22% in Q3 2026, selling an estimated $718K and leaving 19,064 shares worth $2.47M. The position accounts for 0.1% of the portfolio, ranked #109.

Smith Salley Wealth Management first reported a position in C in Q2 2013 and has held it in 19 quarters since. The position peaked at $3.41M in Q2 2026. 2,277 funds tracked by Wall St. Rank hold C as of Q3 2026.

Smith Salley Wealth Management held 19,064 shares of Citigroup worth $2.47M as of Q3 2026.
Smith Salley Wealth Management sold 5,331 Citigroup shares in Q3 2026, an estimated $718K.
Citigroup made up 0.1% of Smith Salley Wealth Management's portfolio in Q3 2026, its #109 holding.
Smith Salley Wealth Management first reported a position in Citigroup in Q2 2013 and has held it in 19 quarters since.
Smith Salley Wealth Management's Citigroup position peaked at $3.41M in Q2 2026.
2,277 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Smith Salley Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.