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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
2019
Q1 		– Sell
-500
Closed -$26K – 245
2018
Q4 		$26K Sell
500
-500
-50% -$31.7K 0.01% 191
2018
Q3 		$72K Sell
1,000
-1,000
-50% -$70.7K 0.03% 200
2018
Q2 		$134K Buy
2,000
+500
+33% +$34.4K 0.06% 181
2018
Q1 		$101K Sell
1,500
-500
-25% -$37.6K 0.05% 190
2017
Q4 		$149K Buy
+2,000
New +$148K 0.07% 182

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

All Terrain Financial Advisors's C Position: Q1 2026 in Review

All Terrain Financial Advisors held its Citigroup (C) position steady in Q1 2026 at 3,128 shares worth $355K. The position accounts for 0.08% of the portfolio, ranked #101.

All Terrain Financial Advisors first reported a position in C in Q4 2017 and has held it in 19 quarters since. The position peaked at $552K in Q3 2018. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • All Terrain Financial Advisors held 3,128 shares of Citigroup worth $355K as of Q1 2026.
  • All Terrain Financial Advisors left its Citigroup share count unchanged in Q1 2026.
  • Citigroup made up 0.08% of All Terrain Financial Advisors's portfolio in Q1 2026, its #101 holding.
  • All Terrain Financial Advisors first reported a position in Citigroup in Q4 2017 and has held it in 19 quarters since.
  • All Terrain Financial Advisors's Citigroup position peaked at $552K in Q3 2018.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on All Terrain Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.