ALA
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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
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 $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

Atlas Legacy Advisors's C Position: Q1 2026 in Review

Atlas Legacy Advisors increased its Citigroup (C) stake by 17% in Q1 2026, buying an estimated $46.7K and bringing the position to 2,756 shares worth $313K. The position accounts for 0.06% of the portfolio, ranked #166.

Atlas Legacy Advisors first reported a position in C in Q4 2025 and has held it in 2 quarters since. 2,453 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Atlas Legacy Advisors held 2,756 shares of Citigroup worth $313K as of Q1 2026.
  • Atlas Legacy Advisors bought 410 Citigroup shares in Q1 2026, an estimated $46.7K.
  • Citigroup made up 0.06% of Atlas Legacy Advisors's portfolio in Q1 2026, its #166 holding.
  • Atlas Legacy Advisors first reported a position in Citigroup in Q4 2025 and has held it in 2 quarters since.
  • 2,453 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Atlas Legacy Advisors's 13F filing for Q1 2026, filed 11 May 2026.