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Atlas Capital Advisors’s Citigroup C Stock Holding History

Atlas Capital 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 		$111K Buy
793
+26
+3% +$3.38K 0.01% 579
2026
Q1 		$87K Buy
767
+36
+5% +$4.1K 0.01% 559
2025
Q4 		$85.3K Buy
+731
New +$75.9K 0.01% 556
2024
Q3 		– Sell
-64
Closed -$4.06K – 913
2024
Q2 		$4.06K Hold
64
– – ﹤0.01% 793
2024
Q1 		$4.05K Sell
64
-521
-89% -$29K ﹤0.01% 777
2023
Q4 		$30.1K Hold
585
– – ﹤0.01% 650
2023
Q3 		$24.1K Sell
585
-68
-10% -$2.98K ﹤0.01% 621
2023
Q2 		$30.1K Hold
653
– – ﹤0.01% 634
2023
Q1 		$30.6K Sell
653
-821
-56% -$40.3K ﹤0.01% 627
2022
Q4 		$66.7K Sell
1,474
-526
-26% -$23.9K 0.01% 499
2022
Q3 		$83.3K Sell
2,000
-432
-18% -$21.3K 0.02% 473
2022
Q2 		$112K Buy
2,432
+1,333
+121% +$66.7K 0.02% 445
2022
Q1 		$58.7K Sell
1,099
-62
-5% -$3.83K 0.01% 520
2021
Q4 		$70.1K Hold
1,161
– – 0.01% 493
2021
Q3 		$81.5K Sell
1,161
-2,739
-70% -$191K 0.01% 465
2021
Q2 		$276K Buy
3,900
+3,400
+680% +$252K 0.05% 313
2021
Q1 		$36.4K Buy
+500
New +$33.4K 0.01% 528
2020
Q2 		– Sell
-55
Closed -$2.33K – 673
2020
Q1 		$2.33K Buy
+55
New +$3.69K ﹤0.01% 647
2018
Q2 		– Sell
-4,003
Closed -$270K – 517
2018
Q1 		$270K Buy
+4,003
New +$301K 0.08% 255

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

Atlas Capital Advisors's C Position: Q2 2026 in Review

Atlas Capital Advisors increased its Citigroup (C) stake by 3.4% in Q2 2026, buying an estimated $3.38K and bringing the position to 793 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #579.

Atlas Capital Advisors first reported a position in C in Q1 2018 and has held it in 19 quarters since. The position peaked at $276K in Q2 2021. 2,641 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Atlas Capital Advisors held 793 shares of Citigroup worth $111K as of Q2 2026.
  • Atlas Capital Advisors bought 26 Citigroup shares in Q2 2026, an estimated $3.38K.
  • Citigroup made up 0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #579 holding.
  • Atlas Capital Advisors first reported a position in Citigroup in Q1 2018 and has held it in 19 quarters since.
  • Atlas Capital Advisors's Citigroup position peaked at $276K in Q2 2021.
  • 2,641 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.