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Alliance Wealth Advisors (Pennsylvania)’s Citigroup C Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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 		$474K Buy
3,387
+13
+0.4% +$1.69K 0.15% 93
2026
Q1 		$383K Hold
3,374
– – 0.17% 109
2025
Q4 		$394K Hold
3,374
– – 0.17% 100
2025
Q3 		$342K Buy
3,374
+931
+38% +$88.3K 0.15% 113
2025
Q2 		$208K Buy
+2,443
New +$177K 0.11% 141

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s C Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) increased its Citigroup (C) stake by 0.39% in Q2 2026, buying an estimated $1.69K and bringing the position to 3,387 shares worth $474K. The position accounts for 0.15% of the portfolio, ranked #93.

Alliance Wealth Advisors (Pennsylvania) first reported a position in C in Q2 2025 and has held it in 5 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 3,387 shares of Citigroup worth $474K as of Q2 2026.
  • Alliance Wealth Advisors (Pennsylvania) bought 13 Citigroup shares in Q2 2026, an estimated $1.69K.
  • Citigroup made up 0.15% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #93 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in Citigroup in Q2 2025 and has held it in 5 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.