Allegiance Financial Group Advisory Services’s Citigroup C Stock Holding History

Allegiance Financial Group Advisory Services’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	$248K	Buy	+1,774	New	+$231K	0.04%	168
2025 Q2	–	Sell	-3,779	Closed	-$268K	–	160
2025 Q1	$268K	Buy	+3,779	New	+$288K	0.08%	103

Other funds holding C

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Allegiance Financial Group Advisory Services's C Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services opened a new position in Citigroup (C) in Q2 2026: 1,774 shares worth $248K. The stake represents 0.04% of the portfolio and ranks #168 among its holdings. This is a return to the name: Allegiance Financial Group Advisory Services previously reported a position in C as recently as Q1 2025.

Allegiance Financial Group Advisory Services first reported a position in C in Q1 2025 and has held it in 2 quarters since. The position peaked at $268K in Q1 2025. 1,113 funds tracked by Wall St. Rank hold C as of Q2 2026.

Allegiance Financial Group Advisory Services held 1,774 shares of Citigroup worth $248K as of Q2 2026.
Citigroup was a new Allegiance Financial Group Advisory Services position in Q2 2026.
Citigroup made up 0.04% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #168 holding.
Allegiance Financial Group Advisory Services first reported a position in Citigroup in Q1 2025 and has held it in 2 quarters since.
Allegiance Financial Group Advisory Services's Citigroup position peaked at $268K in Q1 2025.
1,113 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.