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Allied Investment Advisors’s Citigroup C Stock Holding History

Allied 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 		$522K Buy
3,732
+18
+0.5% +$2.34K 0.07% 74
2026
Q1 		$421K Buy
3,714
+8
+0.2% +$911 0.06% 70
2025
Q4 		$432K Buy
3,706
+17
+0.5% +$1.76K 0.07% 69
2025
Q3 		$374K Buy
3,689
+37
+1% +$3.51K 0.06% 71
2025
Q2 		$311K Buy
3,652
+100
+3% +$7.23K 0.05% 73
2025
Q1 		$252K Sell
3,552
-15
-0.4% -$1.14K 0.05% 76
2024
Q4 		$251K Sell
3,567
-18
-0.5% -$1.21K 0.05% 71
2024
Q3 		$224K Hold
3,585
– – 0.04% 70
2024
Q2 		$228K Hold
3,585
– – 0.05% 65
2024
Q1 		$227K Buy
+3,585
New +$199K 0.05% 60
2023
Q3 		– Sell
-5,335
Closed -$246K – 59
2023
Q2 		$246K Buy
5,335
+960
+22% +$45K 0.07% 53
2023
Q1 		$205K Buy
+4,375
New +$215K 0.06% 55
2022
Q3 		– Sell
-4,595
Closed -$211K – 56
2022
Q2 		$211K Hold
4,595
– – 0.08% 53
2022
Q1 		$245K Hold
4,595
– – 0.08% 52
2021
Q4 		$277K Hold
4,595
– – 0.09% 50
2021
Q3 		$322K Hold
4,595
– – 0.12% 45
2021
Q2 		$325K Sell
4,595
-375
-8% -$27.7K 0.12% 45
2021
Q1 		$362K Buy
4,970
+375
+8% +$25K 0.16% 42
2020
Q4 		$283K Buy
+4,595
New +$234K 0.14% 43
2018
Q1 		– Sell
-2,751
Closed -$205K – 49
2017
Q4 		$205K Buy
+2,751
New +$203K 0.17% 47

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Allied Investment Advisors's C Position: Q2 2026 in Review

Allied Investment Advisors increased its Citigroup (C) stake by 0.48% in Q2 2026, buying an estimated $2.34K and bringing the position to 3,732 shares worth $522K. The position accounts for 0.07% of the portfolio, ranked #74.

Allied Investment Advisors first reported a position in C in Q4 2017 and has held it in 20 quarters since. 1,117 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Allied Investment Advisors held 3,732 shares of Citigroup worth $522K as of Q2 2026.
  • Allied Investment Advisors bought 18 Citigroup shares in Q2 2026, an estimated $2.34K.
  • Citigroup made up 0.07% of Allied Investment Advisors's portfolio in Q2 2026, its #74 holding.
  • Allied Investment Advisors first reported a position in Citigroup in Q4 2017 and has held it in 20 quarters since.
  • 1,117 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Allied Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.