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Citigroup shares owned by Synergy Investment Management

Quarter-by-quarter ownership of Citigroup (C) shares owned by Synergy Investment Management from 13F filings

Historical chart of Synergy Investment Management investment in Citigroup

Tip: Access up to 7 years of quarterly data

All positions including Citigroup held by Synergy Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Citigroup by Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $122k 957 127.13
2026-03-31 $13k 112 113.41

More positions owned by Synergy Investment Management

Ishares Core MF Closed and MF Open (IVV)
Vanguard S&p MF Closed and MF Open (VOO)
Ishares U S MF Closed and MF Open (DYNF)
Vanguard Morningstar Growth ETF Growth Etf (VUG)
State Street MF Closed and MF Open (SPYG)
State Street MF Closed and MF Open (SPYV)
Ishares Core MF Closed and MF Open (IEMG)
State Street MF Closed and MF Open (SPTI)
Ishares A I MF Closed and MF Open (BAI)
Ishares Systematic MF Closed and MF Open (IALT)
Ishares U S MF Closed and MF Open (GOVT)
Capital Group MF Closed and MF Open (CGDV)
Pacer Data MF Closed and MF Open (TRFK)
Invesco S&p MF Closed and MF Open (SPMO)
First Trust MF Closed and MF Open (FAD)

View all positions for Synergy Investment Management

Top funds holding Citigroup

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Jpmorgan Chase & Co
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View all funds holding Citigroup