James T. Borello RIA
C icon

James T. Borello RIA’s Citigroup C Stock Holding History

James T. Borello RIA’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 		$80.9K Buy
625
+33
+6% +$4.44K 0.02% 193
2026
Q2 		$82.9K Buy
592
+219
+59% +$28.5K 0.02% 187
2026
Q1 		$42.3K Sell
373
-7
-2% -$797 0.01% 242
2025
Q4 		$44.3K Buy
380
+135
+55% +$14K 0.01% 189
2025
Q3 		$24.9K Buy
+245
New +$23.2K 0.01% 213

Other funds holding C

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

James T. Borello RIA's C Position: Q3 2026 in Review

James T. Borello RIA increased its Citigroup (C) stake by 5.6% in Q3 2026, buying an estimated $4.44K and bringing the position to 625 shares worth $80.9K. The position accounts for 0.02% of the portfolio, ranked #193.

James T. Borello RIA first reported a position in C in Q3 2025 and has held it in 5 quarters since. The position peaked at $82.9K in Q2 2026. 686 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • James T. Borello RIA held 625 shares of Citigroup worth $80.9K as of Q3 2026.
  • James T. Borello RIA bought 33 Citigroup shares in Q3 2026, an estimated $4.44K.
  • Citigroup made up 0.02% of James T. Borello RIA's portfolio in Q3 2026, its #193 holding.
  • James T. Borello RIA first reported a position in Citigroup in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Citigroup position peaked at $82.9K in Q2 2026.
  • 686 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.