AFT
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Alpha Family Trust’s Citigroup C Stock Holding History

Alpha Family Trust’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 		$434K Hold
3,100
– – 0.17% 92
2026
Q1 		$352K Hold
3,100
– – 0.17% 109
2025
Q4 		$362K Hold
3,100
– – 0.16% 106
2025
Q3 		$315K Hold
3,100
– – 0.15% 123
2025
Q2 		$264K Sell
3,100
-1,330
-30% -$96.1K 0.13% 149
2025
Q1 		$314K Buy
4,430
+1,330
+43% +$101K 0.18% 114
2024
Q4 		$218K Buy
+3,100
New +$209K 0.12% 144
2023
Q3 		– Sell
-4,560
Closed -$210K – 133
2023
Q2 		$210K Buy
+4,560
New +$214K 0.15% 120
2022
Q4 		– Sell
-5,065
Closed -$211K – 121
2022
Q3 		$211K Buy
+5,065
New +$250K 0.16% 43

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 $3.38T AUM 44.17% 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

Alpha Family Trust's C Position: Q2 2026 in Review

Alpha Family Trust held its Citigroup (C) position steady in Q2 2026 at 3,100 shares worth $434K. The position accounts for 0.17% of the portfolio, ranked #92.

Alpha Family Trust first reported a position in C in Q3 2022 and has held it in 9 quarters since. 2,648 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Alpha Family Trust held 3,100 shares of Citigroup worth $434K as of Q2 2026.
  • Alpha Family Trust left its Citigroup share count unchanged in Q2 2026.
  • Citigroup made up 0.17% of Alpha Family Trust's portfolio in Q2 2026, its #92 holding.
  • Alpha Family Trust first reported a position in Citigroup in Q3 2022 and has held it in 9 quarters since.
  • 2,648 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Alpha Family Trust's 13F filing for Q2 2026, filed 10 Aug 2026.