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Atlas Legacy Advisors’s Citigroup C Stock Holding History

Atlas Legacy 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 		$354K Sell
2,531
-225
-8% -$29.3K 0.05% 174
2026
Q1 		$313K Buy
2,756
+410
+17% +$46.7K 0.06% 166
2025
Q4 		$274K Buy
+2,346
New +$244K 0.05% 176

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 Legacy Advisors's C Position: Q2 2026 in Review

Atlas Legacy Advisors reduced its Citigroup (C) stake by 8.2% in Q2 2026, selling an estimated $29.3K and leaving 2,531 shares worth $354K. The position accounts for 0.05% of the portfolio, ranked #174.

Atlas Legacy Advisors first reported a position in C in Q4 2025 and has held it in 3 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Atlas Legacy Advisors held 2,531 shares of Citigroup worth $354K as of Q2 2026.
  • Atlas Legacy Advisors sold 225 Citigroup shares in Q2 2026, an estimated $29.3K.
  • Citigroup made up 0.05% of Atlas Legacy Advisors's portfolio in Q2 2026, its #174 holding.
  • Atlas Legacy Advisors first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.