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SOA Wealth Advisors’s Citigroup C Stock Holding History

SOA Wealth 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 		$167K Buy
1,192
+1
+0.1% +$130 0.03% 227
2026
Q1 		$135K Sell
1,191
-98
-8% -$11.2K 0.03% 243
2025
Q4 		$150K Sell
1,289
-73
-5% -$7.58K 0.03% 239
2025
Q3 		$138K Buy
1,362
+10
+0.7% +$949 0.02% 255
2025
Q2 		$115K Buy
1,352
+24
+2% +$1.74K 0.02% 263
2025
Q1 		$94.3K Buy
1,328
+2
+0.2% +$153 0.02% 268
2024
Q4 		$93.3K Buy
1,326
+3
+0.2% +$202 0.02% 260
2024
Q3 		$82.8K Buy
1,323
+4
+0.3% +$247 0.02% 265
2024
Q2 		$83.7K Buy
1,319
+3
+0.2% +$185 0.02% 260
2024
Q1 		$83.2K Buy
1,316
+2
+0.2% +$111 0.02% 259
2023
Q4 		$67.6K Sell
1,314
-201
-13% -$8.9K 0.02% 270
2023
Q3 		$62.3K Buy
1,515
+17
+1% +$746 0.02% 264
2023
Q2 		$69K Buy
1,498
+6
+0.4% +$281 0.02% 264
2023
Q1 		$70K Buy
1,492
+5
+0.3% +$245 0.02% 252
2022
Q4 		$67.3K Buy
1,487
+6
+0.4% +$273 0.02% 250
2022
Q3 		$61K Buy
1,481
+545
+58% +$26.9K 0.02% 240
2022
Q2 		$43K Sell
936
-301
-24% -$15.1K 0.01% 281
2022
Q1 		$66K Buy
1,237
+5
+0.4% +$309 0.02% 272
2021
Q4 		$74K Sell
1,232
-286
-19% -$19K 0.02% 254
2021
Q3 		$106K Buy
1,518
+362
+31% +$25.3K 0.03% 211
2021
Q2 		$81K Buy
1,156
+124
+12% +$9.18K 0.02% 247
2021
Q1 		$75K Sell
1,032
-9
-0.9% -$601 0.02% 228
2020
Q4 		$66K Buy
+1,041
New +$52.9K 0.02% 235

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
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
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

SOA Wealth Advisors's C Position: Q2 2026 in Review

SOA Wealth Advisors increased its Citigroup (C) stake by 0.08% in Q2 2026, buying an estimated $130 and bringing the position to 1,192 shares worth $167K. The position accounts for 0.03% of the portfolio, ranked #227.

SOA Wealth Advisors first reported a position in C in Q4 2020 and has held it in 23 quarters since. 559 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • SOA Wealth Advisors held 1,192 shares of Citigroup worth $167K as of Q2 2026.
  • SOA Wealth Advisors bought 1 Citigroup share in Q2 2026, an estimated $130.
  • Citigroup made up 0.03% of SOA Wealth Advisors's portfolio in Q2 2026, its #227 holding.
  • SOA Wealth Advisors first reported a position in Citigroup in Q4 2020 and has held it in 23 quarters since.
  • 559 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.