SCI
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Stableford Capital II’s Citigroup C Stock Holding History

Stableford Capital II’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
2018
Q3 		– Sell
-1,000
Closed -$1K – 103
2018
Q2 		$1K Buy
+1,000
New +$68.8K ﹤0.01% 97
2017
Q3 		– Sell
-1,000
Closed -$5K – 114
2017
Q2 		$5K Buy
1,000
+500
+100% +$30.7K ﹤0.01% 109
2017
Q1 		$2K Buy
+500
New +$29.6K ﹤0.01% 104

Other funds holding C

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Stableford Capital II's C Position: Q3 2026 in Review

Stableford Capital II increased its Citigroup (C) stake by 3.9% in Q3 2026, buying an estimated $90.2K and bringing the position to 17,666 shares worth $2.29M. The position accounts for 0.79% of the portfolio, ranked #23.

Stableford Capital II first reported a position in C in Q1 2017 and has held it in 23 quarters since. The position peaked at $2.38M in Q2 2026. 118 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Stableford Capital II held 17,666 shares of Citigroup worth $2.29M as of Q3 2026.
  • Stableford Capital II bought 670 Citigroup shares in Q3 2026, an estimated $90.2K.
  • Citigroup made up 0.79% of Stableford Capital II's portfolio in Q3 2026, its #23 holding.
  • Stableford Capital II first reported a position in Citigroup in Q1 2017 and has held it in 23 quarters since.
  • Stableford Capital II's Citigroup position peaked at $2.38M in Q2 2026.
  • 118 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Stableford Capital II's 13F filing for Q3 2026, filed 9 Oct 2026.