Valmark Advisers’s Citigroup C Stock Holding History

Valmark Advisers’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 Q2	$426K	Sell	3,044 -36	-1%	-$4.69K	﹤0.01%	538
2026 Q1	$349K	Buy	3,080 +854	+38%	+$97.3K	﹤0.01%	553
2025 Q4	$260K	Buy	2,226 +225	+11%	+$23.4K	﹤0.01%	586
2025 Q3	$203K	Buy	+2,001	New	+$190K	﹤0.01%	638
2022 Q1	–	Sell	-3,499	Closed	-$211K	–	426
2021 Q4	$211K	Buy	+3,499	New	+$233K	﹤0.01%	390

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers's C Position: Q2 2026 in Review

Valmark Advisers reduced its Citigroup (C) stake by 1.2% in Q2 2026, selling an estimated $4.69K and leaving 3,044 shares worth $426K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

Valmark Advisers first reported a position in C in Q4 2021 and has held it in 5 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

Valmark Advisers held 3,044 shares of Citigroup worth $426K as of Q2 2026.
Valmark Advisers sold 36 Citigroup shares in Q2 2026, an estimated $4.69K.
Citigroup made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #538 holding.
Valmark Advisers first reported a position in Citigroup in Q4 2021 and has held it in 5 quarters since.
2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.