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Avantra Family Wealth’s Citigroup C Stock Holding History

Avantra Family Wealth’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 		$2.93M Sell
20,919
-1,357
-6% -$177K 1.87% 9
2026
Q1 		$2.53M Buy
22,276
+366
+2% +$41.7K 1.88% 8
2025
Q4 		$2.56M Sell
21,910
-124
-0.6% -$12.9K 1.85% 9
2025
Q3 		$2.24M Buy
22,034
+261
+1% +$24.8K 1.67% 9
2025
Q2 		$1.85M Buy
21,773
+1,529
+8% +$111K 1.53% 13
2025
Q1 		$1.44M Sell
20,244
-37
-0.2% -$2.82K 1.38% 9
2024
Q4 		$1.43M Buy
+20,281
New +$1.37M 1.33% 12

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Avantra Family Wealth's C Position: Q2 2026 in Review

Avantra Family Wealth reduced its Citigroup (C) stake by 6.1% in Q2 2026, selling an estimated $177K and leaving 20,919 shares worth $2.93M. The position accounts for 1.87% of the portfolio, ranked #9.

Avantra Family Wealth first reported a position in C in Q4 2024 and has held it in 7 quarters since. 1,179 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Avantra Family Wealth held 20,919 shares of Citigroup worth $2.93M as of Q2 2026.
  • Avantra Family Wealth sold 1,357 Citigroup shares in Q2 2026, an estimated $177K.
  • Citigroup made up 1.87% of Avantra Family Wealth's portfolio in Q2 2026, its #9 holding.
  • Avantra Family Wealth first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
  • 1,179 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.