Fermata Advisors
C icon

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
Q3 		$398K Buy
3,070
+903
+42% +$122K 0.08% 177
2026
Q2 		$303K Buy
+2,167
New +$282K 0.06% 199

Other funds holding C

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Fermata Advisors's C Position: Q3 2026 in Review

Fermata Advisors increased its Citigroup (C) stake by 42% in Q3 2026, buying an estimated $122K and bringing the position to 3,070 shares worth $398K. The position accounts for 0.08% of the portfolio, ranked #177.

Fermata Advisors first reported a position in C in Q2 2026 and has held it in 2 quarters since. 745 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Fermata Advisors held 3,070 shares of Citigroup worth $398K as of Q3 2026.
  • Fermata Advisors bought 903 Citigroup shares in Q3 2026, an estimated $122K.
  • Citigroup made up 0.08% of Fermata Advisors's portfolio in Q3 2026, its #177 holding.
  • Fermata Advisors first reported a position in Citigroup in Q2 2026 and has held it in 2 quarters since.
  • 745 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.