AIM
C icon

Avity Investment Management’s Citigroup C Stock Holding History

Avity Investment 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 		$17.9M Buy
127,653
+12,590
+11% +$1.64M 1.14% 29
2026
Q1 		$13M Buy
115,063
+106,143
+1,190% +$12.1M 0.95% 36
2025
Q4 		$1.04M Buy
+8,920
New +$926K 0.07% 65

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
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Avity Investment Management's C Position: Q2 2026 in Review

Avity Investment Management increased its Citigroup (C) stake by 11% in Q2 2026, buying an estimated $1.64M and bringing the position to 127,653 shares worth $17.9M. The position accounts for 1.14% of the portfolio, ranked #29.

Avity Investment Management first reported a position in C in Q4 2025 and has held it in 3 quarters since. 1,132 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Avity Investment Management held 127,653 shares of Citigroup worth $17.9M as of Q2 2026.
  • Avity Investment Management bought 12,590 Citigroup shares in Q2 2026, an estimated $1.64M.
  • Citigroup made up 1.14% of Avity Investment Management's portfolio in Q2 2026, its #29 holding.
  • Avity Investment Management first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • 1,132 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Avity Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.