All Terrain Financial Advisors’s Citigroup C Stock Holding History

All Terrain Financial 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	$434K	Sell	3,098 -30	-1%	-$3.9K	0.07%	107
2026 Q1	$355K	Hold	3,128	–	–	0.08%	101
2025 Q4	$365K	Hold	3,128	–	–	0.08%	97
2025 Q3	$317K	Hold	3,128	–	–	0.08%	103
2025 Q2	$266K	Hold	3,128	–	–	0.08%	93
2025 Q1	$222K	Hold	3,128	–	–	0.07%	93
2024 Q4	$220K	Sell	3,128 -900	-22%	-$60.7K	0.07%	85
2024 Q3	$252K	Hold	4,028	–	–	0.09%	76
2024 Q2	$256K	Hold	4,028	–	–	0.1%	75
2024 Q1	$255K	Hold	4,028	–	–	0.1%	81
2023 Q4	$207K	Buy	+4,028	New	+$178K	0.08%	83
2020 Q1	–	Sell	-3,490	Closed	-$279K	–	191
2019 Q4	$279K	Sell	3,490 -3,002	-46%	-$222K	0.09%	121
2019 Q3	$449K	Hold	6,492	–	–	0.15%	86
2019 Q2	$455K	Hold	6,492	–	–	0.16%	84
2019 Q1	$404K	Sell	6,492 -100	-2%	-$6.21K	0.14%	95
2018 Q4	$343K	Sell	6,592 -1,107	-14%	-$70.1K	0.14%	93
2018 Q3	$552K	Buy	7,699 +3	+0%	+$212	0.23%	72
2018 Q2	$515K	Buy	7,696 +3,603	+88%	+$248K	0.23%	82
2018 Q1	$276K	Buy	4,093 +394	+11%	+$29.6K	0.13%	123
2017 Q4	$275K	Buy	+3,699	New	+$274K	0.13%	124

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

All Terrain Financial Advisors's C Position: Q2 2026 in Review

All Terrain Financial Advisors reduced its Citigroup (C) stake by 0.96% in Q2 2026, selling an estimated $3.9K and leaving 3,098 shares worth $434K. The position accounts for 0.07% of the portfolio, ranked #107.

All Terrain Financial Advisors first reported a position in C in Q4 2017 and has held it in 20 quarters since. The position peaked at $552K in Q3 2018. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

All Terrain Financial Advisors held 3,098 shares of Citigroup worth $434K as of Q2 2026.
All Terrain Financial Advisors sold 30 Citigroup shares in Q2 2026, an estimated $3.9K.
Citigroup made up 0.07% of All Terrain Financial Advisors's portfolio in Q2 2026, its #107 holding.
All Terrain Financial Advisors first reported a position in Citigroup in Q4 2017 and has held it in 20 quarters since.
All Terrain Financial Advisors's Citigroup position peaked at $552K in Q3 2018.
2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on All Terrain Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.