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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Amplius Wealth Advisors's C Position: Q2 2026 in Review

Amplius Wealth Advisors increased its Citigroup (C) stake by 84% in Q2 2026, buying an estimated $200K and bringing the position to 3,368 shares worth $471K. The position accounts for 0.03% of the portfolio, ranked #132.

Amplius Wealth Advisors first reported a position in C in Q4 2021 and has held it in 5 quarters since. 803 funds tracked by Wall St. Rank hold C as of Q2 2026.

Amplius Wealth Advisors held 3,368 shares of Citigroup worth $471K as of Q2 2026.
Amplius Wealth Advisors bought 1,534 Citigroup shares in Q2 2026, an estimated $200K.
Citigroup made up 0.03% of Amplius Wealth Advisors's portfolio in Q2 2026, its #132 holding.
Amplius Wealth Advisors first reported a position in Citigroup in Q4 2021 and has held it in 5 quarters since.
803 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.