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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aviance Capital Partners's C Position: Q1 2026 in Review

Aviance Capital Partners reduced its Citigroup (C) stake by 11% in Q1 2026, selling an estimated $92.2K and leaving 6,526 shares worth $740K. The position accounts for 0.09% of the portfolio, ranked #196.

Aviance Capital Partners first reported a position in C in Q4 2024 and has held it in 6 quarters since. The position peaked at $856K in Q4 2025. 2,455 funds tracked by Wall St. Rank hold C as of Q1 2026.

Aviance Capital Partners held 6,526 shares of Citigroup worth $740K as of Q1 2026.
Aviance Capital Partners sold 810 Citigroup shares in Q1 2026, an estimated $92.2K.
Citigroup made up 0.09% of Aviance Capital Partners's portfolio in Q1 2026, its #196 holding.
Aviance Capital Partners first reported a position in Citigroup in Q4 2024 and has held it in 6 quarters since.
Aviance Capital Partners's Citigroup position peaked at $856K in Q4 2025.
2,455 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.