Annex Advisory Services’s Citigroup C Stock Holding History

Annex Advisory Services’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	$4.38M	Sell	31,285 -1,572	-5%	-$205K	0.07%	113
2026 Q1	$3.73M	Buy	32,857 +390	+1%	+$44.4K	0.07%	119
2025 Q4	$3.79M	Buy	+32,467	New	+$3.37M	0.07%	121
2025 Q3	–	Sell	-3,168	Closed	-$270K	–	318
2025 Q2	$270K	Buy	+3,168	New	+$229K	0.01%	268
2020 Q2	–	Sell	-33,530	Closed	-$1.41M	–	125
2020 Q1	$1.41M	Buy	33,530 +3,814	+13%	+$256K	0.2%	51
2019 Q4	$2.37M	Buy	29,716 +1,094	+4%	+$80.8K	0.29%	47
2019 Q3	$1.98M	Buy	28,622 +472	+2%	+$32.1K	0.27%	45
2019 Q2	$1.97M	Buy	28,150 +354	+1%	+$23.7K	0.28%	43
2019 Q1	$1.73M	Buy	27,796 +1,754	+7%	+$109K	0.26%	46
2018 Q4	$1.36M	Buy	26,042 +1,768	+7%	+$112K	0.21%	60
2018 Q3	$1.74M	Buy	24,274 +2,417	+11%	+$171K	0.27%	49
2018 Q2	$1.46M	Buy	21,857 +1,074	+5%	+$73.9K	0.25%	48
2018 Q1	$1.4M	Buy	20,783 +2,818	+16%	+$212K	0.26%	48
2017 Q4	$1.34M	Buy	17,965 +1,707	+10%	+$126K	0.25%	41
2017 Q3	$1.18M	Buy	16,258 +2,995	+23%	+$204K	0.24%	45
2017 Q2	$887K	Buy	+13,263	New	+$813K	0.2%	50

Other funds holding C

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 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

OIAM

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Annex Advisory Services's C Position: Q2 2026 in Review

Annex Advisory Services reduced its Citigroup (C) stake by 4.8% in Q2 2026, selling an estimated $205K and leaving 31,285 shares worth $4.38M. The position accounts for 0.07% of the portfolio, ranked #113.

Annex Advisory Services first reported a position in C in Q2 2017 and has held it in 16 quarters since. 433 funds tracked by Wall St. Rank hold C as of Q2 2026.

Annex Advisory Services held 31,285 shares of Citigroup worth $4.38M as of Q2 2026.
Annex Advisory Services sold 1,572 Citigroup shares in Q2 2026, an estimated $205K.
Citigroup made up 0.07% of Annex Advisory Services's portfolio in Q2 2026, its #113 holding.
Annex Advisory Services first reported a position in Citigroup in Q2 2017 and has held it in 16 quarters since.
433 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.