Aprio Wealth Management’s Citigroup C Stock Holding History

Aprio 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 Q3	$2.25M	Buy	17,384 +679	+4%	+$91.4K	0.1%	139
2026 Q2	$2.34M	Buy	16,705 +527	+3%	+$68.6K	0.12%	131
2026 Q1	$1.83M	Buy	16,178 +2,390	+17%	+$272K	0.1%	136
2025 Q4	$1.94M	Buy	13,788 +3,323	+32%	+$345K	0.11%	123
2025 Q3	$1.06M	Buy	10,465 +3,131	+43%	+$297K	0.11%	122
2025 Q2	$624K	Sell	7,334 -77	-1%	-$5.57K	0.07%	163
2025 Q1	$526K	Buy	7,411 +2,475	+50%	+$189K	0.07%	173
2024 Q4	$347K	Buy	4,936 +1,661	+51%	+$112K	0.05%	184
2024 Q3	$205K	Buy	+3,275	New	+$203K	0.03%	268
2020 Q1	–	Sell	-3,063	Closed	-$245K	–	63
2019 Q4	$245K	Buy	+3,063	New	+$226K	0.18%	61

Other funds holding C

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Aprio Wealth Management's C Position: Q3 2026 in Review

Aprio Wealth Management increased its Citigroup (C) stake by 4.1% in Q3 2026, buying an estimated $91.4K and bringing the position to 17,384 shares worth $2.25M. The position accounts for 0.1% of the portfolio, ranked #139.

Aprio Wealth Management first reported a position in C in Q4 2019 and has held it in 10 quarters since. The position peaked at $2.34M in Q2 2026. 1,743 funds tracked by Wall St. Rank hold C as of Q3 2026.

Aprio Wealth Management held 17,384 shares of Citigroup worth $2.25M as of Q3 2026.
Aprio Wealth Management bought 679 Citigroup shares in Q3 2026, an estimated $91.4K.
Citigroup made up 0.1% of Aprio Wealth Management's portfolio in Q3 2026, its #139 holding.
Aprio Wealth Management first reported a position in Citigroup in Q4 2019 and has held it in 10 quarters since.
Aprio Wealth Management's Citigroup position peaked at $2.34M in Q2 2026.
1,743 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.