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Citigroup shares owned by Waddell & Associates

Quarter-by-quarter ownership of Citigroup (C) shares owned by Waddell & Associates from 13F filings

Historical chart of Waddell & Associates investment in Citigroup

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All positions including Citigroup held by Waddell & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Citigroup by Waddell & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $953k 8.2k 116.69
2025-09-30 $607k 6.0k 101.49
2025-06-30 $414k 4.9k 85.12

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Ishares Tr Core Msci Eafe (IEFA)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
American Centy Etf Tr Avantis Emgmkt (AVEM)
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Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)
Apple (AAPL)
NVIDIA Corporation (NVDA)

View all positions for Waddell & Associates

Top funds holding Citigroup

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

View all funds holding Citigroup