AFA
C icon

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
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 $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

Allium Financial Advisors's C Position: Q1 2026 in Review

Allium Financial Advisors increased its Citigroup (C) stake by 15% in Q1 2026, buying an estimated $34.8K and bringing the position to 2,369 shares worth $269K. The position accounts for 0.22% of the portfolio, ranked #63.

Allium Financial Advisors first reported a position in C in Q2 2025 and has held it in 4 quarters since. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Allium Financial Advisors held 2,369 shares of Citigroup worth $269K as of Q1 2026.
  • Allium Financial Advisors bought 306 Citigroup shares in Q1 2026, an estimated $34.8K.
  • Citigroup made up 0.22% of Allium Financial Advisors's portfolio in Q1 2026, its #63 holding.
  • Allium Financial Advisors first reported a position in Citigroup in Q2 2025 and has held it in 4 quarters since.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Allium Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.