SGCA
C icon

Steel Grove Capital Advisors’s Citigroup C Stock Holding History

Steel Grove Capital 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
Q3 		– Sell
-2,994
Closed -$419K – 229
2026
Q2 		$419K Sell
2,994
-15
-0.5% -$1.95K 0.04% 151
2026
Q1 		$341K Buy
3,009
+23
+0.8% +$2.62K 0.04% 164
2025
Q4 		$348K Sell
2,986
-23,156
-89% -$2.4M 0.04% 143
2025
Q3 		$2.23M Hold
26,142
– – 0.26% 42
2025
Q2 		$2.23M Sell
26,142
-20
-0.1% -$1.45K 0.26% 42
2025
Q1 		$1.86M Sell
26,162
-1,693
-6% -$129K 0.28% 49
2024
Q4 		$1.96M Sell
27,855
-1,176
-4% -$79.3K 0.27% 40
2024
Q3 		$1.8M Sell
29,031
-2,179
-7% -$135K 0.25% 59
2024
Q2 		$1.98M Sell
31,210
-4,900
-14% -$302K 0.27% 38
2024
Q1 		$2.28M Sell
36,110
-1,388
-4% -$77.2K 0.3% 38
2023
Q4 		$1.93M Sell
37,498
-6,977
-16% -$309K 0.26% 50
2023
Q3 		$1.83M Sell
44,475
-1,303
-3% -$57.2K 0.24% 60
2023
Q2 		$2.11M Buy
45,778
+2,605
+6% +$122K 0.27% 49
2023
Q1 		$2.02M Buy
43,173
+31,833
+281% +$1.56M 0.27% 56
2022
Q4 		$513K Sell
11,340
-29,013
-72% -$1.32M 0.07% 102
2022
Q3 		$1.68M Buy
40,353
+3,096
+8% +$153K 0.3% 52
2022
Q2 		$1.71M Buy
37,257
+10,854
+41% +$543K 0.31% 47
2022
Q1 		$1.41M Buy
+26,403
New +$1.63M 0.22% 68

Other funds holding C

Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Steel Grove Capital Advisors's C Position: Q3 2026 in Review

Steel Grove Capital Advisors sold out of Citigroup (C) in Q3 2026, closing a stake of 2,994 shares — an estimated $419K sold.

Steel Grove Capital Advisors first reported a position in C in Q1 2022 and held it in 18 quarters. The position peaked at $2.28M in Q1 2024. 323 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Steel Grove Capital Advisors reported no remaining Citigroup position as of Q3 2026 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 2,994 Citigroup shares in Q3 2026, an estimated $419K.
  • Steel Grove Capital Advisors first reported a position in Citigroup in Q1 2022 and held it in 18 quarters.
  • Steel Grove Capital Advisors's Citigroup position peaked at $2.28M in Q1 2024.
  • 323 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.