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Allium Financial Advisors’s Citigroup C Stock Holding History

Allium Financial 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 		$290K Sell
2,070
-299
-13% -$38.9K 0.19% 62
2026
Q1 		$269K Buy
2,369
+306
+15% +$34.8K 0.22% 63
2025
Q4 		$241K Sell
2,063
-488
-19% -$50.7K 0.19% 67
2025
Q3 		$259K Buy
2,551
+14
+0.6% +$1.33K 0.21% 67
2025
Q2 		$216K Buy
+2,537
New +$183K 0.19% 78

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

Allium Financial Advisors's C Position: Q2 2026 in Review

Allium Financial Advisors reduced its Citigroup (C) stake by 13% in Q2 2026, selling an estimated $38.9K and leaving 2,070 shares worth $290K. The position accounts for 0.19% of the portfolio, ranked #62.

Allium Financial Advisors first reported a position in C in Q2 2025 and has held it in 5 quarters since. 2,637 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Allium Financial Advisors held 2,070 shares of Citigroup worth $290K as of Q2 2026.
  • Allium Financial Advisors sold 299 Citigroup shares in Q2 2026, an estimated $38.9K.
  • Citigroup made up 0.19% of Allium Financial Advisors's portfolio in Q2 2026, its #62 holding.
  • Allium Financial Advisors first reported a position in Citigroup in Q2 2025 and has held it in 5 quarters since.
  • 2,637 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Allium Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.