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Aviance Capital Partners’s Citigroup C Stock Holding History

Aviance Capital Partners’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 		$942K Buy
6,727
+201
+3% +$26.2K 0.1% 181
2026
Q1 		$740K Sell
6,526
-810
-11% -$92.2K 0.09% 196
2025
Q4 		$856K Buy
7,336
+1,355
+23% +$141K 0.1% 173
2025
Q3 		$607K Buy
5,981
+576
+11% +$54.7K 0.07% 215
2025
Q2 		$460K Buy
5,405
+1,772
+49% +$128K 0.06% 233
2025
Q1 		$258K Buy
3,633
+480
+15% +$36.6K 0.04% 291
2024
Q4 		$222K Buy
+3,153
New +$213K 0.03% 294

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

Aviance Capital Partners's C Position: Q2 2026 in Review

Aviance Capital Partners increased its Citigroup (C) stake by 3.1% in Q2 2026, buying an estimated $26.2K and bringing the position to 6,727 shares worth $942K. The position accounts for 0.1% of the portfolio, ranked #181.

Aviance Capital Partners first reported a position in C in Q4 2024 and has held it in 7 quarters since. 2,637 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Aviance Capital Partners held 6,727 shares of Citigroup worth $942K as of Q2 2026.
  • Aviance Capital Partners bought 201 Citigroup shares in Q2 2026, an estimated $26.2K.
  • Citigroup made up 0.1% of Aviance Capital Partners's portfolio in Q2 2026, its #181 holding.
  • Aviance Capital Partners first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
  • 2,637 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.