Alta Advisers’s Citigroup C Stock Holding History

Alta Advisers’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	$1M	Hold	7,164	–	–	0.23%	52
2026 Q1	$812K	Hold	7,164	–	–	0.29%	50
2025 Q4	$836K	Sell	7,164 -2,200	-23%	-$228K	0.3%	47
2025 Q3	$950K	Hold	9,364	–	–	0.29%	53
2025 Q2	$797K	Hold	9,364	–	–	0.28%	63
2025 Q1	$665K	Buy	9,364 +3,100	+49%	+$236K	0.28%	74
2024 Q4	$441K	Buy	6,264 +1,164	+23%	+$78.5K	0.28%	73
2024 Q3	$319K	Hold	5,100	–	–	0.15%	82
2024 Q2	$324K	Hold	5,100	–	–	0.16%	78
2024 Q1	$323K	Hold	5,100	–	–	0.16%	78
2023 Q4	$262K	Hold	5,100	–	–	0.14%	91
2023 Q3	$210K	Hold	5,100	–	–	0.12%	103
2023 Q2	$235K	Hold	5,100	–	–	0.13%	89
2023 Q1	$239K	Hold	5,100	–	–	0.14%	89
2022 Q4	$213K	Hold	5,100	–	–	0.13%	96
2022 Q3	$213K	Buy	+5,100	New	+$252K	0.13%	83

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Alta Advisers's C Position: Q2 2026 in Review

Alta Advisers held its Citigroup (C) position steady in Q2 2026 at 7,164 shares worth $1M. The position accounts for 0.23% of the portfolio, ranked #52.

Alta Advisers first reported a position in C in Q3 2022 and has held it in 16 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

Alta Advisers held 7,164 shares of Citigroup worth $1M as of Q2 2026.
Alta Advisers left its Citigroup share count unchanged in Q2 2026.
Citigroup made up 0.23% of Alta Advisers's portfolio in Q2 2026, its #52 holding.
Alta Advisers first reported a position in Citigroup in Q3 2022 and has held it in 16 quarters since.
2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Alta Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.