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Valley Wealth Managers’s Citigroup C Stock Holding History

Valley Wealth Managers’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 		$153K Hold
1,178
– – 0.01% 182
2026
Q2 		$165K Hold
1,178
– – 0.01% 182
2026
Q1 		$134K Buy
+1,178
New +$134K 0.01% 179
2025
Q2 		– Sell
-137
Closed -$9.73K – 315
2025
Q1 		$9.73K Sell
137
-40
-23% -$3.05K ﹤0.01% 274
2024
Q4 		$12.5K Hold
177
– – ﹤0.01% 278
2024
Q3 		$11.1K Buy
177
+137
+343% +$8.47K ﹤0.01% 287
2024
Q2 		$2.54K Buy
+40
New +$2.47K ﹤0.01% 331
2023
Q4 		– Sell
-1
Closed -$35 – 351
2023
Q3 		$35 Hold
1
– – ﹤0.01% 361
2023
Q2 		$38 Hold
1
– – ﹤0.01% 333
2023
Q1 		$38 Buy
+1
New +$49 ﹤0.01% 352
2022
Q3 		– Sell
-68
Closed -$3K – 441
2022
Q2 		$3K Buy
+68
New +$3.4K ﹤0.01% 366

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
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
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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Valley Wealth Managers's C Position: Q3 2026 in Review

Valley Wealth Managers held its Citigroup (C) position steady in Q3 2026 at 1,178 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #182.

Valley Wealth Managers first reported a position in C in Q2 2022 and has held it in 11 quarters since. The position peaked at $165K in Q2 2026. 105 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Valley Wealth Managers held 1,178 shares of Citigroup worth $153K as of Q3 2026.
  • Valley Wealth Managers left its Citigroup share count unchanged in Q3 2026.
  • Citigroup made up 0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #182 holding.
  • Valley Wealth Managers first reported a position in Citigroup in Q2 2022 and has held it in 11 quarters since.
  • Valley Wealth Managers's Citigroup position peaked at $165K in Q2 2026.
  • 105 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.