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Powell Investment Advisors’s Citigroup C Stock Holding History

Powell Investment 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 		$1.21M Hold
8,628
– – 0.38% 37
2026
Q1 		$979K Hold
8,628
– – 0.34% 44
2025
Q4 		$1.01M Hold
8,628
– – 0.35% 40
2025
Q3 		$876K Hold
8,628
– – 0.31% 48
2025
Q2 		$734K Buy
+8,628
New +$624K 0.28% 56
2025
Q1 		– Sell
-8,628
Closed -$607K – 149
2024
Q4 		$607K Hold
8,628
– – 0.28% 55
2024
Q3 		$540K Buy
8,628
+159
+2% +$9.83K 0.25% 60
2024
Q2 		$537K Buy
8,469
+450
+6% +$27.7K 0.28% 54
2024
Q1 		$507K Sell
8,019
-45
-0.6% -$2.5K 0.27% 59
2023
Q4 		$415K Sell
8,064
-998
-11% -$44.2K 0.23% 69
2023
Q3 		$373K Buy
9,062
+13
+0.1% +$571 0.22% 69
2023
Q2 		$417K Sell
9,049
-400
-4% -$18.7K 0.24% 70
2023
Q1 		$443K Buy
9,449
+53
+0.6% +$2.6K 0.25% 68
2022
Q4 		$425K Buy
9,396
+10
+0.1% +$454 0.25% 66
2022
Q3 		$391K Buy
9,386
+3,409
+57% +$168K 0.26% 69
2022
Q2 		$275K Buy
+5,977
New +$299K 0.17% 86
2020
Q1 		– Sell
-1,577
Closed -$126K – 116
2019
Q4 		$126K Buy
+1,577
New +$117K 0.13% 107

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

Powell Investment Advisors's C Position: Q2 2026 in Review

Powell Investment Advisors held its Citigroup (C) position steady in Q2 2026 at 8,628 shares worth $1.21M. The position accounts for 0.38% of the portfolio, ranked #37.

Powell Investment Advisors first reported a position in C in Q4 2019 and has held it in 17 quarters since. 1,179 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Powell Investment Advisors held 8,628 shares of Citigroup worth $1.21M as of Q2 2026.
  • Powell Investment Advisors left its Citigroup share count unchanged in Q2 2026.
  • Citigroup made up 0.38% of Powell Investment Advisors's portfolio in Q2 2026, its #37 holding.
  • Powell Investment Advisors first reported a position in Citigroup in Q4 2019 and has held it in 17 quarters since.
  • 1,179 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.