Albion Financial Group’s Citigroup C Stock Holding History

Albion Financial Group’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	$18.8M	Buy	134,675 +5,354	+4%	+$697K	1.09%	28
2026 Q1	$14.7M	Buy	129,321 +129,267	+239,383%	+$14.7M	0.95%	29
2025 Q4	$6.3K	Hold	54	–	–	﹤0.01%	441
2025 Q3	$5.48K	Hold	54	–	–	﹤0.01%	442
2025 Q2	$4.6K	Hold	54	–	–	﹤0.01%	417
2025 Q1	$3.83K	Hold	54	–	–	﹤0.01%	436
2024 Q4	$3.8K	Hold	54	–	–	﹤0.01%	493
2024 Q3	$3.38K	Hold	54	–	–	﹤0.01%	394
2024 Q2	$3.43K	Hold	54	–	–	﹤0.01%	394
2024 Q1	$3.42K	Sell	54 -142	-72%	-$7.9K	﹤0.01%	379
2023 Q4	$10.1K	Hold	196	–	–	﹤0.01%	307
2023 Q3	$8.06K	Hold	196	–	–	﹤0.01%	314
2023 Q2	$9.02K	Hold	196	–	–	﹤0.01%	315
2023 Q1	$9.19K	Hold	196	–	–	﹤0.01%	310
2022 Q4	$8.87K	Sell	196 -32	-14%	-$1.45K	﹤0.01%	313
2022 Q3	$10K	Sell	228 -45	-16%	-$2.22K	﹤0.01%	311
2022 Q2	$13K	Hold	273	–	–	﹤0.01%	301
2022 Q1	$15K	Sell	273 -44	-14%	-$2.72K	﹤0.01%	338
2021 Q4	$19K	Buy	317 +90	+40%	+$5.98K	﹤0.01%	356
2021 Q3	$16K	Hold	227	–	–	﹤0.01%	337
2021 Q2	$16K	Buy	+227	New	+$16.8K	﹤0.01%	347
2020 Q4	$14K	Buy	+226	New	+$11.5K	﹤0.01%	330

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Albion Financial Group's C Position: Q2 2026 in Review

Albion Financial Group increased its Citigroup (C) stake by 4.1% in Q2 2026, buying an estimated $697K and bringing the position to 134,675 shares worth $18.8M. The position accounts for 1.09% of the portfolio, ranked #28.

Albion Financial Group first reported a position in C in Q4 2020 and has held it in 22 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

Albion Financial Group held 134,675 shares of Citigroup worth $18.8M as of Q2 2026.
Albion Financial Group bought 5,354 Citigroup shares in Q2 2026, an estimated $697K.
Citigroup made up 1.09% of Albion Financial Group's portfolio in Q2 2026, its #28 holding.
Albion Financial Group first reported a position in Citigroup in Q4 2020 and has held it in 22 quarters since.
2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.