Amplius Wealth Advisors
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Amplius Wealth Advisors’s Citigroup C Stock Holding History

Amplius Wealth Advisors’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 		$532K Buy
4,108
+740
+22% +$100K 0.04% 132
2026
Q2 		$471K Buy
3,368
+1,534
+84% +$200K 0.03% 132
2026
Q1 		$208K Buy
1,834
+18
+1% +$2.05K 0.02% 170
2025
Q4 		$212K Buy
+1,816
New +$189K 0.02% 170
2025
Q3 		– Sell
-3,450
Closed -$294K – 182
2025
Q2 		$294K Buy
+3,450
New +$249K 0.03% 155
2022
Q1 		– Sell
-2,989
Closed -$180K – 268
2021
Q4 		$180K Buy
+2,989
New +$199K 0.02% 192

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

Amplius Wealth Advisors's C Position: Q3 2026 in Review

Amplius Wealth Advisors increased its Citigroup (C) stake by 22% in Q3 2026, buying an estimated $100K and bringing the position to 4,108 shares worth $532K. The position accounts for 0.04% of the portfolio, ranked #132.

Amplius Wealth Advisors first reported a position in C in Q4 2021 and has held it in 6 quarters since. 745 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Amplius Wealth Advisors held 4,108 shares of Citigroup worth $532K as of Q3 2026.
  • Amplius Wealth Advisors bought 740 Citigroup shares in Q3 2026, an estimated $100K.
  • Citigroup made up 0.04% of Amplius Wealth Advisors's portfolio in Q3 2026, its #132 holding.
  • Amplius Wealth Advisors first reported a position in Citigroup in Q4 2021 and has held it in 6 quarters since.
  • 745 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.