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Valeo Financial Advisors’s Citigroup C Stock Holding History

Valeo Financial 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
Q1 		– Sell
-1,000
Closed -$117K – 776
2025
Q4 		$117K Buy
+1,000
New +$104K ﹤0.01% 786

Other funds holding C

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Valeo Financial Advisors's C Position: Q2 2026 in Review

Valeo Financial Advisors reduced its Citigroup (C) stake by 23% in Q2 2026, selling an estimated $1.63M and leaving 42,360 shares worth $5.93M. The position accounts for 0.13% of the portfolio, ranked #81.

Valeo Financial Advisors first reported a position in C in Q3 2017 and has held it in 36 quarters since. The position peaked at $7.41M in Q4 2025. 1,477 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Valeo Financial Advisors held 42,360 shares of Citigroup worth $5.93M as of Q2 2026.
  • Valeo Financial Advisors sold 12,556 Citigroup shares in Q2 2026, an estimated $1.63M.
  • Citigroup made up 0.13% of Valeo Financial Advisors's portfolio in Q2 2026, its #81 holding.
  • Valeo Financial Advisors first reported a position in Citigroup in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's Citigroup position peaked at $7.41M in Q4 2025.
  • 1,477 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.