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Wedmont Private Capital’s Citigroup C Stock Holding History

Wedmont Private Capital’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 		$3.75M Buy
29,288
+3,176
+12% +$428K 0.09% 133
2026
Q2 		$3.68M Buy
26,112
+803
+3% +$105K 0.1% 115
2026
Q1 		$3.13M Buy
25,309
+1,048
+4% +$119K 0.1% 118
2025
Q4 		$2.94M Sell
24,261
-783
-3% -$81.3K 0.1% 119
2025
Q3 		$2.45M Buy
25,044
+1,338
+6% +$127K 0.09% 129
2025
Q2 		$2.03M Buy
23,706
+129
+0.5% +$9.32K 0.09% 144
2025
Q1 		$1.45M Buy
23,577
+6,188
+36% +$472K 0.07% 162
2024
Q4 		$1.24M Buy
17,389
+2,096
+14% +$141K 0.07% 180
2024
Q3 		$957K Buy
15,293
+722
+5% +$44.6K 0.05% 211
2024
Q2 		$940K Buy
14,571
+1,496
+11% +$92.2K 0.06% 208
2024
Q1 		$806K Buy
13,075
+1,379
+12% +$76.7K 0.06% 219
2023
Q4 		$632K Buy
11,696
+4,327
+59% +$192K 0.05% 256
2023
Q3 		$300K Sell
7,369
-8,226
-53% -$361K 0.03% 377
2023
Q2 		$713K Sell
15,595
-1,195
-7% -$56K 0.08% 178
2023
Q1 		$781K Buy
16,790
+9,094
+118% +$446K 0.1% 146
2022
Q4 		$364K Buy
7,696
+365
+5% +$16.6K 0.05% 290
2022
Q3 		$305K Sell
7,331
-847
-10% -$41.8K 0.06% 246
2022
Q2 		$376K Buy
8,178
+1,155
+16% +$57.8K 0.08% 182
2022
Q1 		$371K Buy
7,023
+3,064
+77% +$189K 0.08% 188
2021
Q4 		$268K Buy
+3,959
New +$263K 0.08% 192

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

Wedmont Private Capital's C Position: Q3 2026 in Review

Wedmont Private Capital increased its Citigroup (C) stake by 12% in Q3 2026, buying an estimated $428K and bringing the position to 29,288 shares worth $3.75M. The position accounts for 0.09% of the portfolio, ranked #133.

Wedmont Private Capital first reported a position in C in Q4 2021 and has held it in 20 quarters since. 118 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Wedmont Private Capital held 29,288 shares of Citigroup worth $3.75M as of Q3 2026.
  • Wedmont Private Capital bought 3,176 Citigroup shares in Q3 2026, an estimated $428K.
  • Citigroup made up 0.09% of Wedmont Private Capital's portfolio in Q3 2026, its #133 holding.
  • Wedmont Private Capital first reported a position in Citigroup in Q4 2021 and has held it in 20 quarters since.
  • 118 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.