BGAI
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Bruce G. Allen Investments’s Citigroup C Stock Holding History

Bruce G. Allen Investments’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 		$174K Buy
1,240
+144
+13% +$18.7K 0.11% 91
2026
Q1 		$124K Sell
1,096
-302
-22% -$34.4K 0.08% 128
2025
Q4 		$163K Buy
1,398
+53
+4% +$5.5K 0.11% 96
2025
Q3 		$137K Buy
1,345
+354
+36% +$33.6K 0.1% 117
2025
Q2 		$84.4K Sell
991
-42
-4% -$3.04K 0.06% 180
2025
Q1 		$73.3K Sell
1,033
-75
-7% -$5.72K 0.06% 181
2024
Q4 		$78K Buy
1,108
+30
+3% +$2.02K 0.06% 179
2024
Q3 		$67.5K Sell
1,078
-68
-6% -$4.21K 0.05% 205
2024
Q2 		$72.7K Buy
1,146
+90
+9% +$5.55K 0.06% 189
2024
Q1 		$66.8K Hold
1,056
– – 0.05% 196
2023
Q4 		$54.3K Buy
+1,056
New +$46.8K 0.05% 218

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

Bruce G. Allen Investments's C Position: Q2 2026 in Review

Bruce G. Allen Investments increased its Citigroup (C) stake by 13% in Q2 2026, buying an estimated $18.7K and bringing the position to 1,240 shares worth $174K. The position accounts for 0.11% of the portfolio, ranked #91.

Bruce G. Allen Investments first reported a position in C in Q4 2023 and has held it in 11 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Bruce G. Allen Investments held 1,240 shares of Citigroup worth $174K as of Q2 2026.
  • Bruce G. Allen Investments bought 144 Citigroup shares in Q2 2026, an estimated $18.7K.
  • Citigroup made up 0.11% of Bruce G. Allen Investments's portfolio in Q2 2026, its #91 holding.
  • Bruce G. Allen Investments first reported a position in Citigroup in Q4 2023 and has held it in 11 quarters since.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.