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Citigroup shares owned by W Advisors

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

Historical chart of W Advisors investment in Citigroup

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Citigroup by W Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $273k 2.7k 101.50
2025-06-30 $222k 2.6k 85.12

More positions owned by W Advisors

Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Ishares Tr S&p 100 Etf (OEF)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Esg Msci Leadr (SUSL)
Merck & Co (MRK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Val Etf (IWD)
Exxon Mobil Corporation (XOM)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for W 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