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Citigroup shares owned by FORM Wealth Advisors

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

Historical chart of FORM Wealth Advisors investment in Citigroup

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Citigroup by FORM Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $205k 1.5k 139.96

More positions owned by FORM Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Broad Usd High (USHY)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for FORM Wealth Advisors

Top funds holding Citigroup

BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Capital World Investors
Franklin Resources
Fisher Investments
Vanguard Portfolio Management
FMR
Susquehanna International
Morgan Stanley
Bank of America Corporation
Bank of New York Mellon
Citadel Advisors
Northern Trust

View all funds holding Citigroup