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American Trust’s Citigroup C Stock Holding History

American Trust’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 		$326K Buy
2,331
+80
+4% +$10.4K 0.03% 233
2026
Q1 		$255K Sell
2,251
-100
-4% -$11.4K 0.02% 259
2025
Q4 		$274K Buy
2,351
+130
+6% +$13.5K 0.02% 248
2025
Q3 		$225K Buy
+2,221
New +$211K 0.02% 288

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

American Trust's C Position: Q2 2026 in Review

American Trust increased its Citigroup (C) stake by 3.6% in Q2 2026, buying an estimated $10.4K and bringing the position to 2,331 shares worth $326K. The position accounts for 0.03% of the portfolio, ranked #233.

American Trust first reported a position in C in Q3 2025 and has held it in 4 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • American Trust held 2,331 shares of Citigroup worth $326K as of Q2 2026.
  • American Trust bought 80 Citigroup shares in Q2 2026, an estimated $10.4K.
  • Citigroup made up 0.03% of American Trust's portfolio in Q2 2026, its #233 holding.
  • American Trust first reported a position in Citigroup in Q3 2025 and has held it in 4 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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