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Citigroup shares owned by Morris Retirement Advisors

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

Historical chart of Morris Retirement Advisors investment in Citigroup

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Citigroup by Morris Retirement Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $248k 2.2k 113.43
2023-06-30 $260k 5.7k 46.04
2023-03-31 $255k 5.4k 46.89

More positions owned by Morris Retirement Advisors

Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Pimco Etf Tr Active Bd Etf (BOND)
Ssga Active Etf Tr State Street Bla (SRLN)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Us Aer Def Etf (ITA)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE)
Ishares Msci Sth Kor Etf (EWY)
Vaneck Etf Trust Junior Gold Mine (GDXJ)
Spdr Series Trust State Street Spd (KBE)
Ishares Tr MRGSTR SM CP GR (ISCG)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)

View all positions for Morris Retirement Advisors

Top funds holding Citigroup

Vanguard Group
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

View all funds holding Citigroup