AWS
C icon

Atria Wealth Solutions’s Citigroup C Stock Holding History

Atria Wealth Solutions’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
Q2 		$3.35M Sell
38,562
-86,080
-69% -$6.22M 0.08% 291
2025
Q1 		$8.85M Sell
124,642
-11,987
-9% -$914K 0.11% 208
2024
Q4 		$9.62M Buy
136,629
+2,361
+2% +$159K 0.11% 199
2024
Q3 		$8.41M Sell
134,268
-479
-0.4% -$29.6K 0.09% 227
2024
Q2 		$8.55M Sell
134,747
-10,774
-7% -$664K 0.09% 219
2024
Q1 		$9.2M Buy
145,521
+6,823
+5% +$380K 0.1% 206
2023
Q4 		$7.13M Buy
138,698
+17,257
+14% +$764K 0.09% 231
2023
Q3 		$4.99M Sell
121,441
-10,188
-8% -$447K 0.07% 292
2023
Q2 		$6.06M Buy
131,629
+16,039
+14% +$751K 0.08% 237
2023
Q1 		$5.42M Buy
115,590
+22,294
+24% +$1.09M 0.08% 247
2022
Q4 		$4.22M Buy
93,296
+1,579
+2% +$71.7K 0.07% 286
2022
Q3 		$3.82M Buy
91,717
+56,774
+162% +$2.8M 0.07% 293
2022
Q2 		$1.61M Sell
34,943
-54,922
-61% -$2.75M 0.03% 512
2022
Q1 		$4.8M Buy
+89,865
New +$5.55M 0.08% 263

Other funds holding C

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Atria Wealth Solutions's C Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Citigroup (C) stake by 69% in Q2 2025, selling an estimated $6.22M and leaving 38,562 shares worth $3.35M. The position accounts for 0.08% of the portfolio, ranked #291.

Atria Wealth Solutions first reported a position in C in Q1 2022 and has held it in 14 quarters since. The position peaked at $9.62M in Q4 2024. 2,065 funds tracked by Wall St. Rank hold C as of Q2 2025.

  • Atria Wealth Solutions held 38,562 shares of Citigroup worth $3.35M as of Q2 2025.
  • Atria Wealth Solutions sold 86,080 Citigroup shares in Q2 2025, an estimated $6.22M.
  • Citigroup made up 0.08% of Atria Wealth Solutions's portfolio in Q2 2025, its #291 holding.
  • Atria Wealth Solutions first reported a position in Citigroup in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Citigroup position peaked at $9.62M in Q4 2024.
  • 2,065 funds tracked by Wall St. Rank held Citigroup as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.