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Citigroup shares owned by Pacific Capital Wealth Advisors

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

Historical chart of Pacific Capital Wealth Advisors investment in Citigroup

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Citigroup by Pacific Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $22k 343 62.60
2024-06-30 $22k 343 63.46
2024-03-31 $8.7k 138 63.24
2023-12-31 $4.2k 82 51.44
2020-09-30 $4.0k 82 48.78

More positions owned by Pacific Capital Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Ishares Biotech (IBB)
Apple (AAPL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Pacific Capital Wealth Advisors

Top funds holding Citigroup

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Berkshire Hathaway
Susquehanna International
Geode Capital Management
T. Rowe Price Associates
Franklin Resources
Bank of America Corporation
Citadel Advisors
Fisher Investments
Bank of New York Mellon
Morgan Stanley
Royal Bank of Canada

View all funds holding Citigroup