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Alvarez & Marsal Private Wealth Partners’s Citigroup C Stock Holding History

Alvarez & Marsal Private Wealth Partners’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 		– Sell
-2,151
Closed -$244K – 126
2026
Q1 		$244K Buy
2,151
+242
+13% +$27.6K 0.03% 151
2025
Q4 		$223K Buy
+1,909
New +$198K 0.04% 85

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

Alvarez & Marsal Private Wealth Partners's C Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners sold out of Citigroup (C) in Q2 2026, closing a stake of 2,151 shares — an estimated $244K sold.

Alvarez & Marsal Private Wealth Partners first reported a position in C in Q4 2025 and held it in 2 quarters. The position peaked at $244K in Q1 2026. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners reported no remaining Citigroup position as of Q2 2026 after selling out during the quarter.
  • Alvarez & Marsal Private Wealth Partners sold 2,151 Citigroup shares in Q2 2026, an estimated $244K.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Citigroup in Q4 2025 and held it in 2 quarters.
  • Alvarez & Marsal Private Wealth Partners's Citigroup position peaked at $244K in Q1 2026.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.