Smith Thornton Advisors’s Citigroup C Stock Holding History

Smith Thornton 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	$552K	Buy	3,920 +15	+0.4%	+$1.95K	0.24%	80
2026 Q1	$443K	Sell	3,905 -23	-0.6%	-$2.62K	0.22%	90
2025 Q4	$458K	Hold	3,928	–	–	0.23%	90
2025 Q3	$399K	Sell	3,928 -1,000	-20%	-$94.9K	0.21%	93
2025 Q2	$419K	Hold	4,928	–	–	0.24%	89
2025 Q1	$350K	Hold	4,928	–	–	0.22%	100
2024 Q4	$347K	Buy	4,928 +240	+5%	+$16.2K	0.22%	103
2024 Q3	$293K	Sell	4,688 -135	-3%	-$8.35K	0.19%	112
2024 Q2	$306K	Buy	+4,823	New	+$297K	0.23%	104

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

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

Smith Thornton Advisors's C Position: Q2 2026 in Review

Smith Thornton Advisors increased its Citigroup (C) stake by 0.38% in Q2 2026, buying an estimated $1.95K and bringing the position to 3,920 shares worth $552K. The position accounts for 0.24% of the portfolio, ranked #80.

Smith Thornton Advisors first reported a position in C in Q2 2024 and has held it in 9 quarters since. 803 funds tracked by Wall St. Rank hold C as of Q2 2026.

Smith Thornton Advisors held 3,920 shares of Citigroup worth $552K as of Q2 2026.
Smith Thornton Advisors bought 15 Citigroup shares in Q2 2026, an estimated $1.95K.
Citigroup made up 0.24% of Smith Thornton Advisors's portfolio in Q2 2026, its #80 holding.
Smith Thornton Advisors first reported a position in Citigroup in Q2 2024 and has held it in 9 quarters since.
803 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Smith Thornton Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.