NEVILLE RODIE & SHAW INC C — CITIGROUP INC. COM

Ownership history in NEVILLE RODIE & SHAW INC  ·  88 quarters on record

AI Ownership Summary

NEVILLE RODIE & SHAW INC reported CITIGROUP INC. COM (C) in 88 quarterly 13F filings from 2024 Q4 through 2026 Q3. Peak portfolio weight reached 0.03% in 2026 Q2. The latest visible filing shows C at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this C ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NEVILLE RODIE & SHAW INC's position in CITIGROUP INC. COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

C was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

C stock page NEVILLE RODIE & SHAW INC fund profile NEVILLE RODIE & SHAW INC full holdings
How NEVILLE RODIE & SHAW INC held C — position size vs. price
% of Fund (quarterly)    C price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 3,517 — 0% 0.03% $455 2026-10-05 $128.55
2026 Q2 UNCHANGED — — — 3,517 — 0% 0.03% $492 2026-07-06 $143.13
2026 Q1 UNCHANGED — — — 3,517 — 0% 0.03% $399 2026-04-01 $114.18
2025 Q4 REDUCED — — — 3,517 -64 -1.8% 0.03% $410K 2026-01-06 $120.68
2025 Q3 ADDED — — — 3,581 +505 +16.4% 0.03% $363K 2025-10-01 $96.67
2025 Q2 REDUCED 20.6% +22.0% ❌ 3,076 -800 -20.6% 0.02% $262K 2025-07-02 $84.41
2025 Q1 REDUCED — — — 3,876 -20 -0.5% 0.02% $275K 2025-04-01 $68.08
2024 Q4 ADDED — — — 3,896 +194 +5.2% 0.02% $274K 2025-01-06 $69.72
80 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding C

As of 2026 Q3 — sorted by position size

Eastover Investment Advisors LLC 3Y 7Y 3.79% Hickory Point Bank & Trust 0.86% Byrne Asset Management LLC 3Y 0.26% Ridgewood Investments LLC 3Y 7Y 0.22% Bangor Savings Bank 3Y 7Y 0.2% Boltwood Capital Management 3Y 7Y 0.19% MOODY NATIONAL BANK TRUST DIVISION 3Y 7Y 0.15% Versant Capital Management, Inc 3Y 7Y 0.15% Olistico Wealth, LLC 3Y 0.14% BAKER TILLY WEALTH MANAGEMENT, LLC 3Y 0.14%

FAQ About NEVILLE RODIE & SHAW INC and C

These are the practical questions this page is built to answer before you even open the full history table.

How long has NEVILLE RODIE & SHAW INC reported owning C?

NEVILLE RODIE & SHAW INC reported C across 8 quarterly 13F filings, from 2024 Q4 through 2026 Q3.

What was the largest reported C position in NEVILLE RODIE & SHAW INC's portfolio?

The largest reported portfolio weight for C was 0.03% in 2026 Q2.

What is the latest reported C position on this page?

The most recent filing on this page is 2026 Q3, when NEVILLE RODIE & SHAW INC reported 3,517 shares, equal to 0.03% of portfolio, with an estimated market value of $455.

What does the chart on this C ownership page compare?

The chart compares NEVILLE RODIE & SHAW INC's quarterly C portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did NEVILLE RODIE & SHAW INC time their C position?

Based on 13F filing dates vs. subsequent C price moves, NEVILLE RODIE & SHAW INC correctly timed 38 out of 82 reported position changes (46%). The annualised alpha on C relative to SPY over the holding period was +12.9%.

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