VCA
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Verdence Capital Advisors’s Citigroup C Stock Holding History

Verdence Capital 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
2022
Q1 		– Sell
-2,000
Closed -$125K – 516
2021
Q4 		$125K Hold
2,000
– – 0.01% 488
2021
Q3 		$71K Buy
+2,000
New +$140K 0.01% 485

Other funds holding C

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Verdence Capital Advisors's C Position: Q2 2026 in Review

Verdence Capital Advisors increased its Citigroup (C) stake by 13% in Q2 2026, buying an estimated $272K and bringing the position to 18,396 shares worth $2.57M. The position accounts for 0.14% of the portfolio, ranked #146.

Verdence Capital Advisors first reported a position in C in Q4 2017 and has held it in 35 quarters since. The position peaked at $6.82M in Q3 2021. 1,210 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Verdence Capital Advisors held 18,396 shares of Citigroup worth $2.57M as of Q2 2026.
  • Verdence Capital Advisors bought 2,088 Citigroup shares in Q2 2026, an estimated $272K.
  • Citigroup made up 0.14% of Verdence Capital Advisors's portfolio in Q2 2026, its #146 holding.
  • Verdence Capital Advisors first reported a position in Citigroup in Q4 2017 and has held it in 35 quarters since.
  • Verdence Capital Advisors's Citigroup position peaked at $6.82M in Q3 2021.
  • 1,210 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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