AMBIA
C icon

Allen Mooney & Barnes Investment Advisors’s Citigroup C Stock Holding History

Allen Mooney & Barnes Investment 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 		$11.7M Sell
83,365
-5,926
-7% -$771K 1.77% 25
2026
Q1 		$10.1M Buy
89,291
+1,988
+2% +$226K 1.46% 31
2025
Q4 		$10.2M Buy
87,303
+615
+0.7% +$63.9K 1.53% 29
2025
Q3 		$8.8M Buy
86,688
+1,627
+2% +$154K 1.37% 31
2025
Q2 		$7.24M Buy
85,061
+305
+0.4% +$22K 1.19% 30
2025
Q1 		$6.02M Sell
84,756
-493
-0.6% -$37.6K 0.98% 38
2024
Q4 		$6M Buy
85,249
+79
+0.1% +$5.32K 1.01% 34
2024
Q3 		$5.33M Sell
85,170
-3,111
-4% -$192K 0.91% 37
2024
Q2 		$5.6M Buy
88,281
+1,821
+2% +$112K 1% 34
2024
Q1 		$5.25M Sell
86,460
-1,182
-1% -$65.8K 1.01% 36
2023
Q4 		$4.51M Sell
87,642
-13,335
-13% -$590K 0.86% 37
2023
Q3 		$4.15M Buy
100,977
+4,413
+5% +$194K 0.88% 34
2023
Q2 		$4.45M Sell
96,564
-495
-0.5% -$23.2K 0.98% 34
2023
Q1 		$4.55M Buy
97,059
+184
+0.2% +$9.03K 1.09% 34
2022
Q4 		$4.38M Sell
96,875
-3,799
-4% -$173K 1.05% 35
2022
Q3 		$4.2M Buy
100,674
+1,373
+1% +$67.8K 1.12% 33
2022
Q2 		$4.57M Buy
99,301
+4,909
+5% +$246K 1.17% 35
2022
Q1 		$5.04M Buy
+94,392
New +$5.83M 1.12% 36

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's C Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its Citigroup (C) stake by 6.6% in Q2 2026, selling an estimated $771K and leaving 83,365 shares worth $11.7M. The position accounts for 1.77% of the portfolio, ranked #25.

Allen Mooney & Barnes Investment Advisors first reported a position in C in Q1 2022 and has held it in 18 quarters since. 1,054 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 83,365 shares of Citigroup worth $11.7M as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors sold 5,926 Citigroup shares in Q2 2026, an estimated $771K.
  • Citigroup made up 1.77% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #25 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Citigroup in Q1 2022 and has held it in 18 quarters since.
  • 1,054 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.