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 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 $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

Alta Advisers's C Position: Q1 2026 in Review

Alta Advisers held its Citigroup (C) position steady in Q1 2026 at 7,164 shares worth $812K. The position accounts for 0.29% of the portfolio, ranked #50.

Alta Advisers first reported a position in C in Q3 2022 and has held it in 15 quarters since. The position peaked at $950K in Q3 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Alta Advisers held 7,164 shares of Citigroup worth $812K as of Q1 2026.
Alta Advisers left its Citigroup share count unchanged in Q1 2026.
Citigroup made up 0.29% of Alta Advisers's portfolio in Q1 2026, its #50 holding.
Alta Advisers first reported a position in Citigroup in Q3 2022 and has held it in 15 quarters since.
Alta Advisers's Citigroup position peaked at $950K in Q3 2025.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Alta Advisers's 13F filing for Q1 2026, filed 7 May 2026.