Waverly Advisors’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19.5M | Buy |
172,035
+1,430
| +0.8% | +$163K | 0.15% | 142 |
|
|
2025
Q4 | $19.9M | Buy |
170,605
+58,980
| +53% | +$6.12M | 0.16% | 129 |
|
|
2025
Q3 | $11.3M | Buy |
111,625
+1,485
| +1% | +$141K | 0.11% | 181 |
|
|
2025
Q2 | $9.38M | Buy |
110,140
+30,694
| +39% | +$2.22M | 0.1% | 200 |
|
|
2025
Q1 | $5.64M | Buy |
79,446
+48,846
| +160% | +$3.72M | 0.07% | 271 |
|
|
2024
Q4 | $2.15M | Buy |
30,600
+12,130
| +66% | +$818K | 0.03% | 371 |
|
|
2024
Q3 | $1.16M | Sell |
18,470
-33
| -0.2% | -$2.04K | 0.02% | 423 |
|
|
2024
Q2 | $1.17M | Buy |
18,503
+537
| +3% | +$33.1K | 0.02% | 411 |
|
|
2024
Q1 | $1.14M | Buy |
17,966
+41
| +0.2% | +$2.28K | 0.03% | 346 |
|
|
2023
Q4 | $922K | Buy |
17,925
+6,385
| +55% | +$283K | 0.03% | 232 |
|
|
2023
Q3 | $475K | Buy |
11,540
+19
| +0.2% | +$834 | 0.02% | 266 |
|
|
2023
Q2 | $530K | Sell |
11,521
-634
| -5% | -$29.7K | 0.02% | 238 |
|
|
2023
Q1 | $570K | Buy |
12,155
+1,975
| +19% | +$96.9K | 0.03% | 178 |
|
|
2022
Q4 | $460K | Sell |
10,180
-1,850
| -15% | -$84K | 0.03% | 180 |
|
|
2022
Q3 | $501K | Buy |
12,030
+910
| +8% | +$45K | 0.04% | 154 |
|
|
2022
Q2 | $511K | Buy |
+11,120
| New | +$556K | 0.05% | 126 |
|
|
2022
Q1 | – | Sell |
-3,663
| Closed | -$246K | – | 207 |
|
|
2021
Q4 | $246K | Sell |
3,663
-3,805
| -51% | -$253K | 0.02% | 179 |
|
|
2021
Q3 | $514K | Hold |
7,468
| – | – | 0.04% | 120 |
|
|
2021
Q2 | $546K | Buy |
7,468
+3,357
| +82% | +$248K | 0.05% | 103 |
|
|
2021
Q1 | $313K | Buy |
+4,111
| New | +$274K | 0.03% | 133 |
|
|
2018
Q4 | – | Sell |
-7,292
| Closed | -$523K | – | 131 |
|
|
2018
Q3 | $523K | Buy |
7,292
+570
| +8% | +$40.3K | 0.08% | 118 |
|
|
2018
Q2 | $450K | Hold |
6,722
| – | – | 0.07% | 122 |
|
|
2018
Q1 | $454K | Sell |
6,722
-4,929
| -42% | -$370K | 0.07% | 120 |
|
|
2017
Q4 | $867K | Buy |
11,651
+293
| +3% | +$21.7K | 0.12% | 107 |
|
|
2017
Q3 | $826K | Sell |
11,358
-90
| -0.8% | -$6.14K | 0.18% | 101 |
|
|
2017
Q2 | $766K | Sell |
11,448
-300
| -3% | -$18.4K | 0.19% | 98 |
|
|
2017
Q1 | $703K | Buy |
11,748
+6,329
| +117% | +$374K | 0.19% | 103 |
|
|
2016
Q4 | $322K | Buy |
+5,419
| New | +$292K | 0.12% | 75 |
|
|
2015
Q4 | – | Sell |
-34
| Closed | -$2K | – | 170 |
|
|
2015
Q3 | $2K | Hold |
34
| – | – | ﹤0.01% | 405 |
|
|
2015
Q2 | $2K | Hold |
34
| – | – | ﹤0.01% | 334 |
|
|
2015
Q1 | $2K | Hold |
34
| – | – | ﹤0.01% | 323 |
|
|
2014
Q4 | $2K | Sell |
34
-551
| -94% | -$29.3K | ﹤0.01% | 386 |
|
|
2014
Q3 | $30K | Hold |
585
| – | – | 0.02% | 284 |
|
|
2014
Q2 | $28K | Buy |
585
+26
| +5% | +$1.24K | 0.01% | 292 |
|
|
2014
Q1 | $27K | Sell |
559
-328
| -37% | -$16.3K | 0.01% | 284 |
|
|
2013
Q4 | $46K | Buy |
887
+525
| +145% | +$26.6K | 0.02% | 340 |
|
|
2013
Q3 | $18K | Buy |
+362
| New | +$18.3K | 0.01% | 363 |
|
Other funds holding C
VCM
VPM
Waverly Advisors's C Position: Q1 2026 in Review
Waverly Advisors increased its Citigroup (C) stake by 0.84% in Q1 2026, buying an estimated $163K and bringing the position to 172,035 shares worth $19.5M. The position accounts for 0.15% of the portfolio, ranked #142.
Waverly Advisors first reported a position in C in Q3 2013 and has held it in 37 quarters since. The position peaked at $19.9M in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.
- Waverly Advisors held 172,035 shares of Citigroup worth $19.5M as of Q1 2026.
- Waverly Advisors bought 1,430 Citigroup shares in Q1 2026, an estimated $163K.
- Citigroup made up 0.15% of Waverly Advisors's portfolio in Q1 2026, its #142 holding.
- Waverly Advisors first reported a position in Citigroup in Q3 2013 and has held it in 37 quarters since.
- Waverly Advisors's Citigroup position peaked at $19.9M in Q4 2025.
- 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.
Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.