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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
Q4 		– Sell
-600
Closed -$41K – 222
2019
Q3 		$41K Hold
600
– – 0.01% 202
2019
Q2 		$42K Buy
+600
New +$40.1K 0.01% 194
2018
Q1 		– Sell
-1,000
Closed -$74K – 241
2017
Q4 		$74K Buy
+1,000
New +$73.9K 0.03% 217

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
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.