Athena Wealth Management
C icon

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
Q3 		$1.97M Sell
15,203
-1,189
-7% -$160K 1.41% 10
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

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

Athena Wealth Management reduced its Citigroup (C) stake by 7.3% in Q3 2026, selling an estimated $160K and leaving 15,203 shares worth $1.97M. The position accounts for 1.41% of the portfolio, ranked #10.

Athena Wealth Management first reported a position in C in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.29M in Q2 2026. 720 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Athena Wealth Management held 15,203 shares of Citigroup worth $1.97M as of Q3 2026.
  • Athena Wealth Management sold 1,189 Citigroup shares in Q3 2026, an estimated $160K.
  • Citigroup made up 1.41% of Athena Wealth Management's portfolio in Q3 2026, its #10 holding.
  • Athena Wealth Management first reported a position in Citigroup in Q4 2025 and has held it in 4 quarters since.
  • Athena Wealth Management's Citigroup position peaked at $2.29M in Q2 2026.
  • 720 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Athena Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.