Alta Wealth Advisors’s Citigroup C Stock Holding History

Alta Wealth 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 Q2	$670K	Sell	4,784 -72	-1%	-$9.37K	0.18%	95
2026 Q1	$551K	Sell	4,856 -22	-0.5%	-$2.5K	0.18%	103
2025 Q4	$569K	Buy	4,878 +250	+5%	+$26K	0.19%	96
2025 Q3	$470K	Buy	4,628 +25	+0.5%	+$2.37K	0.17%	98
2025 Q2	$392K	Sell	4,603 -978	-18%	-$70.7K	0.18%	79
2025 Q1	$396K	Buy	+5,581	New	+$426K	0.18%	94
2022 Q2	–	Sell	-27,340	Closed	-$1.46M	–	139
2022 Q1	$1.46M	Buy	+27,340	New	+$1.69M	0.87%	30
2021 Q3	–	Sell	-4,047	Closed	-$286K	–	143
2021 Q2	$286K	Sell	4,047 -875	-18%	-$64.7K	0.21%	125
2021 Q1	$358K	Buy	+4,922	New	+$329K	0.3%	108

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 Wealth Advisors's C Position: Q2 2026 in Review

Alta Wealth Advisors reduced its Citigroup (C) stake by 1.5% in Q2 2026, selling an estimated $9.37K and leaving 4,784 shares worth $670K. The position accounts for 0.18% of the portfolio, ranked #95.

Alta Wealth Advisors first reported a position in C in Q1 2021 and has held it in 9 quarters since. The position peaked at $1.46M in Q1 2022. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

Alta Wealth Advisors held 4,784 shares of Citigroup worth $670K as of Q2 2026.
Alta Wealth Advisors sold 72 Citigroup shares in Q2 2026, an estimated $9.37K.
Citigroup made up 0.18% of Alta Wealth Advisors's portfolio in Q2 2026, its #95 holding.
Alta Wealth Advisors first reported a position in Citigroup in Q1 2021 and has held it in 9 quarters since.
Alta Wealth Advisors's Citigroup position peaked at $1.46M in Q1 2022.
2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.