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Fermata Advisors’s Citigroup C Stock Holding History

Fermata Advisors’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 		$303K Buy
+2,167
New +$282K 0.06% 199

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Fermata Advisors's C Position: Q2 2026 in Review

Fermata Advisors opened a new position in Citigroup (C) in Q2 2026: 2,167 shares worth $303K. The stake represents 0.06% of the portfolio and ranks #199 among its holdings.

428 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Fermata Advisors held 2,167 shares of Citigroup worth $303K as of Q2 2026.
  • Citigroup was a new Fermata Advisors position in Q2 2026.
  • Citigroup made up 0.06% of Fermata Advisors's portfolio in Q2 2026, its #199 holding.
  • 428 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.