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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

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

Valeo Financial Advisors's C Position: Q3 2026 in Review

Valeo Financial Advisors increased its Citigroup (C) stake by 2.2% in Q3 2026, buying an estimated $128K and bringing the position to 43,307 shares worth $5.61M. The position accounts for 0.12% of the portfolio, ranked #84.

Valeo Financial Advisors first reported a position in C in Q3 2017 and has held it in 37 quarters since. The position peaked at $7.41M in Q4 2025. 118 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Valeo Financial Advisors held 43,307 shares of Citigroup worth $5.61M as of Q3 2026.
  • Valeo Financial Advisors bought 947 Citigroup shares in Q3 2026, an estimated $128K.
  • Citigroup made up 0.12% of Valeo Financial Advisors's portfolio in Q3 2026, its #84 holding.
  • Valeo Financial Advisors first reported a position in Citigroup in Q3 2017 and has held it in 37 quarters since.
  • Valeo Financial Advisors's Citigroup position peaked at $7.41M in Q4 2025.
  • 118 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.