AC
C icon

Apella Capital’s Citigroup C Stock Holding History

Apella Capital’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 		$1.8M Buy
14,118
+707
+5% +$95.2K 0.02% 299
2026
Q2 		$1.89M Buy
13,411
+291
+2% +$37.9K 0.03% 274
2026
Q1 		$1.73M Buy
13,120
+8,672
+195% +$988K 0.03% 277
2025
Q4 		$519K Buy
4,448
+70
+2% +$7.27K 0.01% 356
2025
Q3 		$421K Buy
+4,378
New +$415K 0.01% 352
2025
Q1 		– Sell
-3,258
Closed -$229K – 388
2024
Q4 		$229K Buy
+3,258
New +$220K 0.01% 317

Other funds holding C

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Apella Capital's C Position: Q3 2026 in Review

Apella Capital increased its Citigroup (C) stake by 5.3% in Q3 2026, buying an estimated $95.2K and bringing the position to 14,118 shares worth $1.8M. The position accounts for 0.02% of the portfolio, ranked #299.

Apella Capital first reported a position in C in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.89M in Q2 2026. 101 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Apella Capital held 14,118 shares of Citigroup worth $1.8M as of Q3 2026.
  • Apella Capital bought 707 Citigroup shares in Q3 2026, an estimated $95.2K.
  • Citigroup made up 0.02% of Apella Capital's portfolio in Q3 2026, its #299 holding.
  • Apella Capital first reported a position in Citigroup in Q4 2024 and has held it in 6 quarters since.
  • Apella Capital's Citigroup position peaked at $1.89M in Q2 2026.
  • 101 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.