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Citigroup shares owned by Pension & Wealth Management Advisors

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

Historical chart of Pension & Wealth Management Advisors investment in Citigroup

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Citigroup by Pension & Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $959k 6.9k 139.96
2026-03-31 $766k 6.8k 113.41
2025-12-31 $788k 6.8k 116.69

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Ishares Core Msci Total International Stock Etf Etf (IXUS)
Capital Group International Equity Etf Etf (CGIE)
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Apple Stock (AAPL)
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Ishares Core S&p Mid-cap Etf Etf (IJH)
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View all positions for Pension & Wealth Management 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
T. Rowe Price Associates
Bank of New York Mellon
Citadel Advisors

View all funds holding Citigroup