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Apexium Financial’s Citigroup C Stock Holding History

Apexium Financial’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
2025
Q3 		$345K Sell
3,403
-826
-20% -$78.4K 0.02% 231
2025
Q2 		$360K Buy
4,229
+193
+5% +$14K 0.02% 213
2025
Q1 		$287K Buy
4,036
+475
+13% +$36.2K 0.02% 227
2024
Q4 		$251K Buy
3,561
+278
+8% +$18.7K 0.02% 228
2024
Q3 		$206K Buy
3,283
+16
+0.5% +$989 0.01% 227
2024
Q2 		$207K Buy
3,267
+37
+1% +$2.28K 0.01% 214
2024
Q1 		$204K Buy
+3,230
New +$180K 0.02% 217

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Apexium Financial's C Position: Q3 2025 in Review

Apexium Financial reduced its Citigroup (C) stake by 20% in Q3 2025, selling an estimated $78.4K and leaving 3,403 shares worth $345K. The position accounts for 0.02% of the portfolio, ranked #231.

Apexium Financial first reported a position in C in Q1 2024 and has held it in 7 quarters since. The position peaked at $360K in Q2 2025. 2,214 funds tracked by Wall St. Rank hold C as of Q3 2025.

  • Apexium Financial held 3,403 shares of Citigroup worth $345K as of Q3 2025.
  • Apexium Financial sold 826 Citigroup shares in Q3 2025, an estimated $78.4K.
  • Citigroup made up 0.02% of Apexium Financial's portfolio in Q3 2025, its #231 holding.
  • Apexium Financial first reported a position in Citigroup in Q1 2024 and has held it in 7 quarters since.
  • Apexium Financial's Citigroup position peaked at $360K in Q2 2025.
  • 2,214 funds tracked by Wall St. Rank held Citigroup as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.