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Advus Financial Partners, LLC’s Citigroup C Stock Holding History

Advus Financial Partners, LLC’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 		$1.2M Sell
8,575
-31
-0.4% -$4.04K 0.27% 74
2026
Q1 		$976K Sell
8,606
-317
-4% -$36.1K 0.24% 75
2025
Q4 		$1.04M Sell
8,923
-2,445
-22% -$254K 0.25% 67
2025
Q3 		$1.15M Buy
11,368
+143
+1% +$13.6K 0.28% 62
2025
Q2 		$955K Buy
11,225
+3,199
+40% +$231K 0.24% 67
2025
Q1 		$570K Sell
8,026
-65
-0.8% -$4.96K 0.16% 100
2024
Q4 		$570K Buy
8,091
+1,348
+20% +$90.9K 0.16% 93
2024
Q3 		$422K Sell
6,743
-92
-1% -$5.69K 0.12% 116
2024
Q2 		$434K Buy
6,835
+188
+3% +$11.6K 0.13% 107
2024
Q1 		$420K Buy
6,647
+321
+5% +$17.9K 0.13% 107
2023
Q4 		$325K Buy
6,326
+640
+11% +$28.3K 0.11% 117
2023
Q3 		$234K Sell
5,686
-3,044
-35% -$134K 0.09% 133
2023
Q2 		$402K Buy
8,730
+1,453
+20% +$68.1K 0.15% 84
2023
Q1 		$341K Buy
7,277
+1,630
+29% +$80K 0.14% 93
2022
Q4 		$255K Buy
+5,647
New +$257K 0.11% 124
2022
Q3 		– Sell
-5,767
Closed -$265K – 130
2022
Q2 		$265K Buy
+5,767
New +$288K 0.14% 99

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advus Financial Partners, LLC's C Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its Citigroup (C) stake by 0.36% in Q2 2026, selling an estimated $4.04K and leaving 8,575 shares worth $1.2M. The position accounts for 0.27% of the portfolio, ranked #74.

Advus Financial Partners, LLC first reported a position in C in Q2 2022 and has held it in 16 quarters since. 2,629 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Advus Financial Partners, LLC held 8,575 shares of Citigroup worth $1.2M as of Q2 2026.
  • Advus Financial Partners, LLC sold 31 Citigroup shares in Q2 2026, an estimated $4.04K.
  • Citigroup made up 0.27% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #74 holding.
  • Advus Financial Partners, LLC first reported a position in Citigroup in Q2 2022 and has held it in 16 quarters since.
  • 2,629 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.