RFG - Bristol Wealth Advisors »

Citigroup shares owned by RFG - Bristol Wealth Advisors

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

Historical chart of RFG - Bristol Wealth Advisors investment in Citigroup

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Citigroup by RFG - Bristol Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $333k 2.9k 116.71
2025-09-30 $288k 2.8k 101.49
2025-06-30 $266k 3.1k 85.11
2025-03-31 $689k 9.7k 70.99

More positions owned by RFG - Bristol Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Pgim Etf Tr Total Return Bon (PTRB)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Spdr Series Trust State Street Spd (VLU)
Ssga Active Etf Tr State Street Mul (RLY)
Principal Exchange Traded Prin U S Small (PSC)
Coca-Cola Company (KO)
Apple (AAPL)
Fidelity Covington Trust Fundamental Larg (FFLC)
Caterpillar (CAT)

View all positions for RFG - Bristol Wealth Advisors

Top funds holding Citigroup

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

View all funds holding Citigroup