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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alpha Family Trust's C Position: Q1 2026 in Review

Alpha Family Trust held its Citigroup (C) position steady in Q1 2026 at 3,100 shares worth $352K. The position accounts for 0.17% of the portfolio, ranked #109.

Alpha Family Trust first reported a position in C in Q3 2022 and has held it in 8 quarters since. The position peaked at $362K in Q4 2025. 2,456 funds tracked by Wall St. Rank hold C as of Q1 2026.

Alpha Family Trust held 3,100 shares of Citigroup worth $352K as of Q1 2026.
Alpha Family Trust left its Citigroup share count unchanged in Q1 2026.
Citigroup made up 0.17% of Alpha Family Trust's portfolio in Q1 2026, its #109 holding.
Alpha Family Trust first reported a position in Citigroup in Q3 2022 and has held it in 8 quarters since.
Alpha Family Trust's Citigroup position peaked at $362K in Q4 2025.
2,456 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.