AWM
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Athena Wealth Management’s Citigroup C Stock Holding History

Athena 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 		$2.29M Sell
16,392
-1,128
-6% -$147K 1.71% 9
2026
Q1 		$1.99M Buy
17,520
+6,097
+53% +$694K 1.63% 6
2025
Q4 		$1.33M Buy
+11,423
New +$1.19M 1.3% 8

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
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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

Athena Wealth Management reduced its Citigroup (C) stake by 6.4% in Q2 2026, selling an estimated $147K and leaving 16,392 shares worth $2.29M. The position accounts for 1.71% of the portfolio, ranked #9.

Athena Wealth Management first reported a position in C in Q4 2025 and has held it in 3 quarters since. 621 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Athena Wealth Management held 16,392 shares of Citigroup worth $2.29M as of Q2 2026.
  • Athena Wealth Management sold 1,128 Citigroup shares in Q2 2026, an estimated $147K.
  • Citigroup made up 1.71% of Athena Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Athena Wealth Management first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • 621 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.