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Citigroup shares owned by Lantern Wealth Advisors

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

Historical chart of Lantern Wealth Advisors investment in Citigroup

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Citigroup by Lantern Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $216k 1.9k 116.69

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Apple (AAPL)
American Centy Etf Tr Us Eqt Etf (AVUS)
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Blackstone Group Inc Com Cl A (BX)
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Charles Schwab Corporation (SCHW)
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Dimensional Etf Trust World Ex Us Core (DFAX)
Abbvie (ABBV)

View all positions for Lantern Wealth Advisors

Top funds holding Citigroup

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

View all funds holding Citigroup