Allen Wealth Management
C icon

Allen Wealth Management’s Citigroup C Stock Holding History

Allen Wealth Management’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 		$2.38M Sell
18,386
-3,451
-16% -$465K 1.16% 14
2026
Q2 		$3.06M Sell
21,837
-1,498
-6% -$195K 1.49% 11
2026
Q1 		$2.65M Sell
23,335
-1,466
-6% -$167K 1.32% 14
2025
Q4 		$2.89M Sell
24,801
-906
-4% -$94.1K 1.74% 11
2025
Q3 		$2.61M Sell
25,707
-5,111
-17% -$485K 1.77% 10
2025
Q2 		$2.62M Sell
30,818
-1,252
-4% -$90.5K 1.83% 9
2025
Q1 		$2.28M Buy
32,070
+927
+3% +$70.7K 1.57% 11
2024
Q4 		$2.19M Sell
31,143
-51
-0.2% -$3.44K 1.57% 12
2024
Q3 		$1.95M Buy
31,194
+3,718
+14% +$230K 1.35% 15
2024
Q2 		$1.74M Buy
27,476
+833
+3% +$51.4K 1.55% 13
2024
Q1 		$1.68M Buy
26,643
+342
+1% +$19K 1.49% 16
2023
Q4 		$1.35M Buy
+26,301
New +$1.16M 1.33% 21

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Allen Wealth Management's C Position: Q3 2026 in Review

Allen Wealth Management reduced its Citigroup (C) stake by 16% in Q3 2026, selling an estimated $465K and leaving 18,386 shares worth $2.38M. The position accounts for 1.16% of the portfolio, ranked #14.

Allen Wealth Management first reported a position in C in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.06M in Q2 2026. 1,070 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Allen Wealth Management held 18,386 shares of Citigroup worth $2.38M as of Q3 2026.
  • Allen Wealth Management sold 3,451 Citigroup shares in Q3 2026, an estimated $465K.
  • Citigroup made up 1.16% of Allen Wealth Management's portfolio in Q3 2026, its #14 holding.
  • Allen Wealth Management first reported a position in Citigroup in Q4 2023 and has held it in 12 quarters since.
  • Allen Wealth Management's Citigroup position peaked at $3.06M in Q2 2026.
  • 1,070 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Allen Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.