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Tepp RIA’s Citigroup C Stock Holding History

Tepp RIA’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 		$554K Hold
4,278
– – 0.38% 26
2026
Q2 		$599K Sell
4,278
-150
-3% -$19.5K 0.41% 25
2026
Q1 		$502K Hold
4,428
– – 0.39% 25
2025
Q4 		$517K Sell
4,428
-9,001
-67% -$935K 0.51% 21
2025
Q3 		$1.36M Buy
+13,429
New +$1.27M 1.55% 10

Other funds holding C

Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 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

Tepp RIA's C Position: Q3 2026 in Review

Tepp RIA held its Citigroup (C) position steady in Q3 2026 at 4,278 shares worth $554K. The position accounts for 0.38% of the portfolio, ranked #26.

Tepp RIA first reported a position in C in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.36M in Q3 2025. 458 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Tepp RIA held 4,278 shares of Citigroup worth $554K as of Q3 2026.
  • Tepp RIA left its Citigroup share count unchanged in Q3 2026.
  • Citigroup made up 0.38% of Tepp RIA's portfolio in Q3 2026, its #26 holding.
  • Tepp RIA first reported a position in Citigroup in Q3 2025 and has held it in 5 quarters since.
  • Tepp RIA's Citigroup position peaked at $1.36M in Q3 2025.
  • 458 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Tepp RIA's 13F filing for Q3 2026, filed 14 Oct 2026.