Ameliora Wealth Management
C icon

Ameliora Wealth Management’s Citigroup C Stock Holding History

Ameliora Wealth Management’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.68M Sell
36,120
-40
-0.1% -$5.39K 1.34% 22
2026
Q2 		$5.06M Hold
36,160
– – 1.5% 20
2026
Q1 		$4.1M Hold
36,160
– – 1.31% 22
2025
Q4 		$4.22M Buy
36,160
+655
+2% +$68K 1.29% 23
2025
Q3 		$3.6M Buy
35,505
+2,915
+9% +$277K 1.2% 24
2025
Q2 		$2.77M Hold
32,590
– – 0.99% 28
2025
Q1 		$2.31M Hold
32,590
– – 0.87% 27
2024
Q4 		$2.29M Buy
32,590
+31,500
+2,890% +$2.12M 0.86% 28
2024
Q3 		$68.2K Hold
1,090
– – 0.03% 106
2024
Q2 		$69.2K Hold
1,090
– – 0.03% 113
2024
Q1 		$68.9K Hold
1,090
– – 0.03% 124
2023
Q4 		$56.1K Sell
1,090
-5,175
-83% -$229K 0.03% 112
2023
Q3 		$258K Hold
6,265
– – 0.15% 71
2023
Q2 		$288K Hold
6,265
– – 0.18% 74
2023
Q1 		$294K Buy
6,265
+5,175
+475% +$254K 0.17% 78
2022
Q4 		$49.3K Sell
1,090
-800
-42% -$36.3K 0.03% 144
2022
Q3 		$77K Buy
+1,890
New +$93.4K 0.04% 112

Other funds holding C

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Ameliora Wealth Management's C Position: Q3 2026 in Review

Ameliora Wealth Management reduced its Citigroup (C) stake by 0.11% in Q3 2026, selling an estimated $5.39K and leaving 36,120 shares worth $4.68M. The position accounts for 1.34% of the portfolio, ranked #22.

Ameliora Wealth Management first reported a position in C in Q3 2022 and has held it in 17 quarters since. The position peaked at $5.06M in Q2 2026. 745 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Ameliora Wealth Management held 36,120 shares of Citigroup worth $4.68M as of Q3 2026.
  • Ameliora Wealth Management sold 40 Citigroup shares in Q3 2026, an estimated $5.39K.
  • Citigroup made up 1.34% of Ameliora Wealth Management's portfolio in Q3 2026, its #22 holding.
  • Ameliora Wealth Management first reported a position in Citigroup in Q3 2022 and has held it in 17 quarters since.
  • Ameliora Wealth Management's Citigroup position peaked at $5.06M in Q2 2026.
  • 745 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Ameliora Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.