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Citigroup shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of Citigroup (C) shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors investment in Citigroup

Tip: Access up to 7 years of quarterly data

All positions including Citigroup held by Capital Performance Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Citigroup by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $774k 6.6k 116.69
2025-09-30 $613k 6.0k 101.50
2025-06-30 $282k 3.3k 85.12
2025-03-31 $405k 5.7k 70.98
2024-09-30 $143k 2.3k 62.60

More positions owned by Capital Performance Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Capital Performance Advisors

Top funds holding Citigroup

Vanguard Group
BlackRock
State Street Corporation
Capital World Investors
Geode Capital Management
Fisher Investments
Franklin Resources
FMR
Bank of New York Mellon
Susquehanna International
Citadel Advisors
Northern Trust
Jpmorgan Chase & Co
Massachusetts Financial Services
Ameriprise Financial

View all funds holding Citigroup