Allen Capital Group
C icon

Allen Capital Group’s Citigroup C Stock Holding History

Allen Capital 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
Q3 		$710K Buy
5,482
+156
+3% +$21K 0.06% 173
2026
Q2 		$745K Buy
5,326
+159
+3% +$20.7K 0.06% 168
2026
Q1 		$586K Buy
5,167
+477
+10% +$54.3K 0.05% 182
2025
Q4 		$547K Buy
4,690
+233
+5% +$24.2K 0.05% 190
2025
Q3 		$452K Buy
4,457
+70
+2% +$6.64K 0.04% 196
2025
Q2 		$373K Buy
4,387
+984
+29% +$71.1K 0.04% 206
2025
Q1 		$242K Sell
3,403
-59
-2% -$4.5K 0.03% 222
2024
Q4 		$244K Buy
+3,462
New +$233K 0.03% 206
2024
Q3 		– Sell
-3,173
Closed -$201K – 226
2024
Q2 		$201K Buy
+3,173
New +$196K 0.03% 208
2024
Q1 		– Sell
-4,781
Closed -$246K – 205
2023
Q4 		$246K Buy
+4,781
New +$212K 0.04% 158

Other funds holding C

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Allen Capital Group's C Position: Q3 2026 in Review

Allen Capital Group increased its Citigroup (C) stake by 2.9% in Q3 2026, buying an estimated $21K and bringing the position to 5,482 shares worth $710K. The position accounts for 0.06% of the portfolio, ranked #173.

Allen Capital Group first reported a position in C in Q4 2023 and has held it in 10 quarters since. The position peaked at $745K in Q2 2026. 1,743 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Allen Capital Group held 5,482 shares of Citigroup worth $710K as of Q3 2026.
  • Allen Capital Group bought 156 Citigroup shares in Q3 2026, an estimated $21K.
  • Citigroup made up 0.06% of Allen Capital Group's portfolio in Q3 2026, its #173 holding.
  • Allen Capital Group first reported a position in Citigroup in Q4 2023 and has held it in 10 quarters since.
  • Allen Capital Group's Citigroup position peaked at $745K in Q2 2026.
  • 1,743 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Allen Capital Group's 13F filing for Q3 2026, filed 27 Oct 2026.