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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Apella Capital's C Position: Q2 2026 in Review

Apella Capital increased its Citigroup (C) stake by 2.2% in Q2 2026, buying an estimated $37.9K and bringing the position to 13,411 shares worth $1.89M. The position accounts for 0.03% of the portfolio, ranked #274.

Apella Capital first reported a position in C in Q4 2024 and has held it in 5 quarters since. 1,638 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Apella Capital held 13,411 shares of Citigroup worth $1.89M as of Q2 2026.
  • Apella Capital bought 291 Citigroup shares in Q2 2026, an estimated $37.9K.
  • Citigroup made up 0.03% of Apella Capital's portfolio in Q2 2026, its #274 holding.
  • Apella Capital first reported a position in Citigroup in Q4 2024 and has held it in 5 quarters since.
  • 1,638 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.