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Altman Advisors’s Citigroup C Stock Holding History

Altman 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 		$3.43M Sell
24,473
-294
-1% -$38.3K 1.23% 21
2026
Q1 		$2.81M Sell
24,767
-3,815
-13% -$434K 1.16% 27
2025
Q4 		$3.34M Sell
28,582
-1,724
-6% -$179K 1.26% 22
2025
Q3 		$3.08M Sell
30,306
-673
-2% -$63.9K 1.18% 25
2025
Q2 		$2.67M Buy
30,979
+127
+0.4% +$9.18K 1.09% 26
2025
Q1 		$2.11M Sell
30,852
-111
-0.4% -$8.46K 0.97% 40
2024
Q4 		$2.18M Buy
30,963
+4
+0% +$270 0.93% 35
2024
Q3 		$1.94M Buy
30,959
+2
+0% +$124 0.86% 41
2024
Q2 		$1.96M Sell
30,957
-313
-1% -$19.3K 1.12% 30
2024
Q1 		$1.98M Buy
31,270
+1,002
+3% +$55.8K 0.97% 33
2023
Q4 		$1.56M Buy
30,268
+680
+2% +$30.1K 0.82% 51
2023
Q3 		$1.22M Buy
+29,588
New +$1.3M 0.76% 71
2023
Q1 		$1.04K Buy
22,751
+8,680
+62% +$426K ﹤0.01% 73
2022
Q4 		$685K Buy
14,071
+1,830
+15% +$83.1K 0.42% 79
2022
Q3 		$510K Buy
+12,241
New +$605K 0.32% 85
2019
Q1 		– Sell
-26,039
Closed -$1.36M – 68
2018
Q4 		$1.36M Sell
26,039
-129
-0.5% -$8.17K 1.49% 34
2018
Q3 		$1.88M Buy
26,168
+8,569
+49% +$606K 1.69% 37
2018
Q2 		$2.23M Sell
17,599
-9,063
-34% -$624K 2.04% 18
2018
Q1 		$1.8M Sell
26,662
-1,886
-7% -$142K 1.72% 31
2017
Q4 		$2.12M Buy
+28,548
New +$2.11M 1.85% 21

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 $3.37T AUM 44.26% 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

Altman Advisors's C Position: Q2 2026 in Review

Altman Advisors reduced its Citigroup (C) stake by 1.2% in Q2 2026, selling an estimated $38.3K and leaving 24,473 shares worth $3.43M. The position accounts for 1.23% of the portfolio, ranked #21.

Altman Advisors first reported a position in C in Q4 2017 and has held it in 20 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Altman Advisors held 24,473 shares of Citigroup worth $3.43M as of Q2 2026.
  • Altman Advisors sold 294 Citigroup shares in Q2 2026, an estimated $38.3K.
  • Citigroup made up 1.23% of Altman Advisors's portfolio in Q2 2026, its #21 holding.
  • Altman Advisors first reported a position in Citigroup in Q4 2017 and has held it in 20 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Altman Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.