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Venture Visionary Partners’s Citigroup C Stock Holding History

Venture Visionary Partners’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 		$1.52M Buy
11,701
+266
+2% +$35.8K 0.04% 285
2026
Q2 		$1.6M Sell
11,435
-260
-2% -$33.8K 0.04% 277
2026
Q1 		$1.33M Sell
11,695
-5,264
-31% -$599K 0.04% 280
2025
Q4 		$1.99M Sell
16,959
-543
-3% -$56.4K 0.07% 222
2025
Q3 		$1.78M Sell
17,502
-855
-5% -$81.1K 0.06% 225
2025
Q2 		$1.56M Buy
18,357
+596
+3% +$43.1K 0.06% 234
2025
Q1 		$1.26M Sell
17,761
-67
-0.4% -$5.11K 0.05% 251
2024
Q4 		$1.25M Sell
17,828
-645
-3% -$43.5K 0.05% 246
2024
Q3 		$1.16M Sell
18,473
-917
-5% -$56.7K 0.05% 259
2024
Q2 		$1.23M Sell
19,390
-576
-3% -$35.5K 0.06% 251
2024
Q1 		$1.26M Buy
19,966
+5,030
+34% +$280K 0.06% 246
2023
Q4 		$768K Sell
14,936
-1,088
-7% -$48.2K 0.04% 290
2023
Q3 		$659K Sell
16,024
-1,630
-9% -$71.5K 0.04% 293
2023
Q2 		$813K Buy
17,654
+1,633
+10% +$76.5K 0.05% 270
2023
Q1 		$751K Sell
16,021
-1,123
-7% -$55.1K 0.05% 274
2022
Q4 		$775K Buy
17,144
+5,521
+48% +$251K 0.06% 250
2022
Q3 		$484K Buy
11,623
+2,166
+23% +$107K 0.04% 305
2022
Q2 		$435K Buy
9,457
+2,278
+32% +$114K 0.03% 325
2022
Q1 		$383K Sell
7,179
-13,027
-64% -$805K 0.03% 360
2021
Q4 		$1.18M Sell
20,206
-5,549
-22% -$369K 0.08% 206
2021
Q3 		$1.81M Sell
25,755
-1,467
-5% -$103K 0.13% 143
2021
Q2 		$1.93M Buy
27,222
+5,744
+27% +$425K 0.15% 128
2021
Q1 		$1.56M Buy
21,478
+3,383
+19% +$226K 0.13% 140
2020
Q4 		$1.11M Buy
+18,095
New +$920K 0.12% 138

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

Venture Visionary Partners's C Position: Q3 2026 in Review

Venture Visionary Partners increased its Citigroup (C) stake by 2.3% in Q3 2026, buying an estimated $35.8K and bringing the position to 11,701 shares worth $1.52M. The position accounts for 0.04% of the portfolio, ranked #285.

Venture Visionary Partners first reported a position in C in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.99M in Q4 2025. 118 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Venture Visionary Partners held 11,701 shares of Citigroup worth $1.52M as of Q3 2026.
  • Venture Visionary Partners bought 266 Citigroup shares in Q3 2026, an estimated $35.8K.
  • Citigroup made up 0.04% of Venture Visionary Partners's portfolio in Q3 2026, its #285 holding.
  • Venture Visionary Partners first reported a position in Citigroup in Q4 2020 and has held it in 24 quarters since.
  • Venture Visionary Partners's Citigroup position peaked at $1.99M in Q4 2025.
  • 118 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.