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Moss Adams Wealth Advisors LLC

SEC CIK
0001661245
Latest filing
Jul 27, 2026

C holding history

Citigroup Inc in every 13F filed by Moss Adams Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

C overviewAll 13F holders of CFull Q2 2026 holdings

Shares (Q2 2026)
8,970
Value
$1.26M
% of portfolio
0.1%
Quarters held
10
Since Q1 2024
Holdings of C by Moss Adams Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,970$1.26M0.1%+168+1.9%AddedHolders
Q1 20268,802$998.2K0.1%−2,998−25.4%ReducedHolders
Q4 202511,800$1.38M0.1%+173+1.5%AddedHolders
Q3 202511,627$1.18M0.1%+163+1.4%AddedHolders
Q2 202511,464$975.8K0.1%−649−5.4%ReducedHolders
Q1 202512,113$859.9K0.1%+1,530+14.5%AddedHolders
Q4 202410,583$744.9K0.1%−414−3.8%ReducedHolders
Q3 202410,997$688.4K0.1%+852+8.4%AddedHolders
Q2 202410,145$643.8K0.1%+857+9.2%AddedHolders
Q1 20249,288$587.4K0.1%+9,288NewHolders