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Alliance Wealth Management Group’s Citigroup C Stock Holding History

Alliance Wealth Management 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
Q1 		$225K Hold
1,986
– – 0.05% 88
2025
Q4 		$232K Sell
1,986
-500
-20% -$51.9K 0.05% 89
2025
Q3 		$252K Buy
+2,486
New +$236K 0.06% 86
2017
Q4 		– Sell
-2,892
Closed -$212K – 77
2017
Q3 		$212K Buy
+2,892
New +$197K 0.05% 80

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alliance Wealth Management Group's C Position: Q1 2026 in Review

Alliance Wealth Management Group held its Citigroup (C) position steady in Q1 2026 at 1,986 shares worth $225K. The position accounts for 0.05% of the portfolio, ranked #88.

Alliance Wealth Management Group first reported a position in C in Q3 2017 and has held it in 4 quarters since. The position peaked at $252K in Q3 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Alliance Wealth Management Group held 1,986 shares of Citigroup worth $225K as of Q1 2026.
  • Alliance Wealth Management Group left its Citigroup share count unchanged in Q1 2026.
  • Citigroup made up 0.05% of Alliance Wealth Management Group's portfolio in Q1 2026, its #88 holding.
  • Alliance Wealth Management Group first reported a position in Citigroup in Q3 2017 and has held it in 4 quarters since.
  • Alliance Wealth Management Group's Citigroup position peaked at $252K in Q3 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Alliance Wealth Management Group's 13F filing for Q1 2026, filed 29 Apr 2026.