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 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 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

Allen Wealth Management's C Position: Q2 2026 in Review

Allen Wealth Management reduced its Citigroup (C) stake by 6.4% in Q2 2026, selling an estimated $195K and leaving 21,837 shares worth $3.06M. The position accounts for 1.49% of the portfolio, ranked #11.

Allen Wealth Management first reported a position in C in Q4 2023 and has held it in 11 quarters since. 1,116 funds tracked by Wall St. Rank hold C as of Q2 2026.

Allen Wealth Management held 21,837 shares of Citigroup worth $3.06M as of Q2 2026.
Allen Wealth Management sold 1,498 Citigroup shares in Q2 2026, an estimated $195K.
Citigroup made up 1.49% of Allen Wealth Management's portfolio in Q2 2026, its #11 holding.
Allen Wealth Management first reported a position in Citigroup in Q4 2023 and has held it in 11 quarters since.
1,116 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Allen Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.