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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Trust Investment Advisors's C Position: Q1 2026 in Review

American Trust Investment Advisors increased its Citigroup (C) stake by 3.2% in Q1 2026, buying an estimated $180K and bringing the position to 51,520 shares worth $5.84M. The position accounts for 3.23% of the portfolio, ranked #5.

American Trust Investment Advisors first reported a position in C in Q3 2024 and has held it in 5 quarters since. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • American Trust Investment Advisors held 51,520 shares of Citigroup worth $5.84M as of Q1 2026.
  • American Trust Investment Advisors bought 1,585 Citigroup shares in Q1 2026, an estimated $180K.
  • Citigroup made up 3.23% of American Trust Investment Advisors's portfolio in Q1 2026, its #5 holding.
  • American Trust Investment Advisors first reported a position in Citigroup in Q3 2024 and has held it in 5 quarters since.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on American Trust Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.