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American Trust Investment Advisors’s Citigroup C Stock Holding History

American Trust Investment 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 		$7.32M Buy
52,266
+746
+1% +$97.1K 3.61% 4
2026
Q1 		$5.84M Buy
51,520
+1,585
+3% +$180K 3.23% 5
2025
Q4 		$5.83M Buy
49,935
+3,250
+7% +$338K 3.12% 9
2025
Q3 		$4.74M Buy
+46,685
New +$4.43M 2.44% 16
2025
Q1 		– Sell
-11,250
Closed -$792K – 105
2024
Q4 		$792K Buy
11,250
+2,345
+26% +$158K 0.32% 54
2024
Q3 		$557K Buy
+8,905
New +$551K 0.23% 68

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 $3.38T AUM 44.17% 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

American Trust Investment Advisors's C Position: Q2 2026 in Review

American Trust Investment Advisors increased its Citigroup (C) stake by 1.4% in Q2 2026, buying an estimated $97.1K and bringing the position to 52,266 shares worth $7.32M. The position accounts for 3.61% of the portfolio, ranked #4.

American Trust Investment Advisors first reported a position in C in Q3 2024 and has held it in 6 quarters since. 2,650 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • American Trust Investment Advisors held 52,266 shares of Citigroup worth $7.32M as of Q2 2026.
  • American Trust Investment Advisors bought 746 Citigroup shares in Q2 2026, an estimated $97.1K.
  • Citigroup made up 3.61% of American Trust Investment Advisors's portfolio in Q2 2026, its #4 holding.
  • American Trust Investment Advisors first reported a position in Citigroup in Q3 2024 and has held it in 6 quarters since.
  • 2,650 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on American Trust Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.