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Citigroup shares owned by Regent Peak Wealth Advisors

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

Historical chart of Regent Peak Wealth Advisors investment in Citigroup

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Citigroup by Regent Peak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $377k 3.7k 101.50
2021-09-30 $231k 3.3k 70.32
2021-06-30 $213k 3.1k 67.75
2021-03-31 $308k 4.2k 72.61
2020-12-31 $247k 4.0k 61.73
2019-12-31 $320k 4.0k 79.68

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View all positions for Regent Peak Wealth Advisors

Top funds holding Citigroup

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

View all funds holding Citigroup