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Axxcess Wealth Management’s Citigroup C Stock Holding History

Axxcess 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 		$7.61M Buy
54,356
+13,489
+33% +$1.76M 0.12% 171
2026
Q1 		$4.63M Sell
40,867
-17,932
-30% -$2.04M 0.15% 121
2025
Q4 		$6.86M Buy
58,799
+1,646
+3% +$171K 0.12% 169
2025
Q3 		$5.8M Sell
57,153
-1,457
-2% -$138K 0.12% 144
2025
Q2 		$4.99M Buy
58,610
+1,439
+3% +$104K 0.12% 150
2025
Q1 		$4.06M Buy
57,171
+2,808
+5% +$214K 0.11% 158
2024
Q4 		$3.83M Sell
54,363
-1,937
-3% -$131K 0.09% 164
2024
Q3 		$3.52M Buy
56,300
+1,321
+2% +$81.7K 0.09% 179
2024
Q2 		$3.49M Sell
54,979
-566
-1% -$34.9K 0.09% 177
2024
Q1 		$3.51M Buy
55,545
+4,060
+8% +$226K 0.1% 170
2023
Q4 		$2.65M Buy
51,485
+13,988
+37% +$619K 0.08% 202
2023
Q3 		$1.54M Buy
+37,497
New +$1.65M 0.05% 242
2022
Q1 		– Sell
-6,642
Closed -$401K – 642
2021
Q4 		$401K Buy
+6,642
New +$442K 0.03% 412

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

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

Axxcess Wealth Management increased its Citigroup (C) stake by 33% in Q2 2026, buying an estimated $1.76M and bringing the position to 54,356 shares worth $7.61M. The position accounts for 0.12% of the portfolio, ranked #171.

Axxcess Wealth Management first reported a position in C in Q4 2021 and has held it in 13 quarters since. 1,179 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Axxcess Wealth Management held 54,356 shares of Citigroup worth $7.61M as of Q2 2026.
  • Axxcess Wealth Management bought 13,489 Citigroup shares in Q2 2026, an estimated $1.76M.
  • Citigroup made up 0.12% of Axxcess Wealth Management's portfolio in Q2 2026, its #171 holding.
  • Axxcess Wealth Management first reported a position in Citigroup in Q4 2021 and has held it in 13 quarters since.
  • 1,179 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.