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Allied Private Wealth’s Citigroup C Stock Holding History

Allied Private Wealth’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 		$1.62M Buy
+11,788
New +$1.53M 1.04% 16

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

Allied Private Wealth's C Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Citigroup (C) in Q2 2026: 11,788 shares worth $1.62M. The stake represents 1.04% of the portfolio and ranks #16 among its holdings.

2,630 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Allied Private Wealth held 11,788 shares of Citigroup worth $1.62M as of Q2 2026.
  • Citigroup was a new Allied Private Wealth position in Q2 2026.
  • Citigroup made up 1.04% of Allied Private Wealth's portfolio in Q2 2026, its #16 holding.
  • 2,630 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.