Turtle Creek Wealth Advisors’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.36M Buy
16,833
+1,331
+9% +$173K 0.12% 104
2026
Q1
$1.76M Buy
15,502
+1,775
+13% +$202K 0.13% 106
2025
Q4
$1.6M Buy
13,727
+2,961
+28% +$307K 0.13% 114
2025
Q3
$1.09M Sell
10,766
-967
-8% -$91.8K 0.1% 128
2025
Q2
$999K Buy
11,733
+1,572
+15% +$114K 0.12% 116
2025
Q1
$721K Sell
10,161
-176
-2% -$13.4K 0.11% 94
2024
Q4
$728K Buy
10,337
+1,006
+11% +$67.8K 0.17% 59
2024
Q3
$584K Sell
9,331
-1,250
-12% -$77.3K 0.12% 92
2024
Q2
$671K Buy
10,581
+543
+5% +$33.5K 0.16% 81
2024
Q1
$635K Sell
10,038
-20
-0.2% -$1.11K 0.16% 83
2023
Q4
$517K Buy
+10,058
New +$445K 0.15% 88

Other funds holding C

Turtle Creek Wealth Advisors's C Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its Citigroup (C) stake by 8.6% in Q2 2026, buying an estimated $173K and bringing the position to 16,833 shares worth $2.36M. The position accounts for 0.12% of the portfolio, ranked #104.

Turtle Creek Wealth Advisors first reported a position in C in Q4 2023 and has held it in 11 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Turtle Creek Wealth Advisors held 16,833 shares of Citigroup worth $2.36M as of Q2 2026.
  • Turtle Creek Wealth Advisors bought 1,331 Citigroup shares in Q2 2026, an estimated $173K.
  • Citigroup made up 0.12% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #104 holding.
  • Turtle Creek Wealth Advisors first reported a position in Citigroup in Q4 2023 and has held it in 11 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.