Cliftonlarsonallen Wealth Advisors Acquires 10,157 Citigroup Shares

The institutional investor adds to its position in the banking giant during Q4 2025.

Apr. 9, 2026 at 8:34am

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An extreme close-up of the intricate, metallic gears and levers of a large bank vault, conveying a sense of the secure, industrial nature of modern banking infrastructure.An institutional investor's new stake in a major bank highlights the financial industry's continued importance and influence.NYC Today

Cliftonlarsonallen Wealth Advisors LLC, an institutional investor, acquired a new position in Citigroup Inc. (NYSE: C) during the fourth quarter of 2025, purchasing 10,157 shares of the company's stock valued at approximately $1,185,000 according to a recent 13F filing with the Securities and Exchange Commission.

Why it matters

This transaction represents a new investment in Citigroup by Cliftonlarsonallen Wealth Advisors, a sign of confidence in the bank's performance and future prospects. Institutional investors' stock purchases can provide insights into market sentiment and expectations around a company.

The details

Cliftonlarsonallen Wealth Advisors LLC added the 10,157 Citigroup shares to its portfolio in Q4 2025. The shares were valued at around $1,185,000 based on Citigroup's stock price at the time. This new position adds to Cliftonlarsonallen's existing investments and reflects the firm's belief in Citigroup's potential.

  • Cliftonlarsonallen Wealth Advisors LLC acquired the 10,157 Citigroup shares in Q4 2025.
  • Citigroup's stock price ranged from $56.07 to $125.16 over the 12 months prior to Q4 2025.

The players

Cliftonlarsonallen Wealth Advisors LLC

An institutional investment firm that manages assets for clients and recently added a new position in Citigroup Inc.

Citigroup Inc.

A global financial services company headquartered in New York City, providing a wide range of banking and financial products and services.

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The takeaway

This transaction indicates that Cliftonlarsonallen Wealth Advisors sees value and growth potential in Citigroup's business, adding to the bank's institutional investor support during the quarter.