AWM
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Apollon Wealth Management’s Citigroup C Stock Holding History

Apollon Wealth Management’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 		$9.28M Buy
66,273
+6,053
+10% +$788K 0.11% 164
2026
Q1 		$6.83M Sell
60,220
-4,216
-7% -$480K 0.11% 164
2025
Q4 		$7.52M Buy
64,436
+1,117
+2% +$116K 0.13% 149
2025
Q3 		$6.43M Buy
63,319
+5,348
+9% +$507K 0.11% 165
2025
Q2 		$4.93M Buy
57,971
+1,854
+3% +$134K 0.1% 186
2025
Q1 		$3.98M Buy
56,117
+2,190
+4% +$167K 0.09% 206
2024
Q4 		$3.8M Buy
53,927
+5,534
+11% +$373K 0.09% 207
2024
Q3 		$3.03M Sell
48,393
-5,665
-10% -$350K 0.09% 219
2024
Q2 		$3.43M Buy
54,058
+3,352
+7% +$207K 0.1% 176
2024
Q1 		$3.21M Buy
50,706
+3,221
+7% +$179K 0.1% 184
2023
Q4 		$2.44M Buy
47,485
+5,723
+14% +$253K 0.08% 214
2023
Q3 		$1.72M Sell
41,762
-5,597
-12% -$246K 0.09% 226
2023
Q2 		$2.18M Buy
47,359
+3,952
+9% +$185K 0.11% 202
2023
Q1 		$2.04M Buy
43,407
+2,145
+5% +$105K 0.12% 172
2022
Q4 		$1.87M Sell
41,262
-2,858
-6% -$130K 0.13% 168
2022
Q3 		$1.84M Buy
44,120
+4,316
+11% +$213K 0.15% 146
2022
Q2 		$1.83M Buy
39,804
+7,061
+22% +$353K 0.15% 146
2022
Q1 		$1.75M Buy
32,743
+3,332
+11% +$206K 0.12% 176
2021
Q4 		$1.78M Buy
29,411
+24,224
+467% +$1.61M 0.13% 172
2021
Q3 		$364K Buy
5,187
+212
+4% +$14.8K 0.05% 312
2021
Q2 		$352K Sell
4,975
-130
-3% -$9.62K 0.06% 258
2021
Q1 		$371K Buy
+5,105
New +$341K 0.07% 237
2020
Q3 		– Sell
-819
Closed -$42K – 226
2020
Q2 		$42K Buy
+819
New +$38.9K 0.02% 270

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
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

Apollon Wealth Management's C Position: Q2 2026 in Review

Apollon Wealth Management increased its Citigroup (C) stake by 10% in Q2 2026, buying an estimated $788K and bringing the position to 66,273 shares worth $9.28M. The position accounts for 0.11% of the portfolio, ranked #164.

Apollon Wealth Management first reported a position in C in Q2 2020 and has held it in 23 quarters since. 703 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Apollon Wealth Management held 66,273 shares of Citigroup worth $9.28M as of Q2 2026.
  • Apollon Wealth Management bought 6,053 Citigroup shares in Q2 2026, an estimated $788K.
  • Citigroup made up 0.11% of Apollon Wealth Management's portfolio in Q2 2026, its #164 holding.
  • Apollon Wealth Management first reported a position in Citigroup in Q2 2020 and has held it in 23 quarters since.
  • 703 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.