Citigroup’s Avalo Therapeutics AVTX Stock Holding History

Citigroup’s Portfolio AVTX Stock Details AVTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.28M	Buy	+69,014	New	+$1.09M	﹤0.01%	3275
2026 Q1	–	Sell	-1,143	Closed	-$20.8K	–	5948
2025 Q4	$20.8K	Buy	1,143 +743	+186%	+$12.5K	﹤0.01%	4859
2025 Q3	$5.08K	Buy	+400	New	+$3.44K	﹤0.01%	5228
2022 Q3	–	Sell	-1	Closed	-$1K	–	5821
2022 Q2	$1K	Hold	1	–	–	﹤0.01%	5980
2022 Q1	$2K	Sell	1 -5	-83%	-$12.6K	﹤0.01%	6040
2021 Q4	$30K	Buy	6 +4	+200%	+$24K	﹤0.01%	5263
2021 Q3	$13K	Buy	2 +1	+100%	+$8.11K	﹤0.01%	5397
2021 Q2	$8K	Hold	1	–	–	﹤0.01%	5730
2021 Q1	$9K	Sell	1 -1	-50%	-$9.45K	﹤0.01%	5676
2020 Q4	$17K	Buy	2 +1	+100%	+$6.95K	﹤0.01%	6737
2020 Q3	$4K	Hold	1	–	–	﹤0.01%	7093
2020 Q2	$10K	Sell	1 -1	-50%	-$7.26K	﹤0.01%	7036
2020 Q1	$15K	Hold	2	–	–	﹤0.01%	6846
2019 Q4	$24K	Buy	+2	New	+$21.1K	﹤0.01%	6830
2019 Q3	–	Sell	-2	Closed	-$22.3K	–	7381
2019 Q2	$33K	Sell	2 -4	-67%	-$60.6K	﹤0.01%	6791
2019 Q1	$107K	Buy	+6	New	+$89.8K	﹤0.01%	5677

Other funds holding AVTX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

Caligan Partners New York $2.13B AUM 758.65% 1-Year Est. Return

TCM

TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return

AAA

Affinity Asset Advisors New York $2.21B AUM 431.26% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return

Citigroup's AVTX Position: Q2 2026 in Review

Citigroup opened a new position in Avalo Therapeutics (AVTX) in Q2 2026: 69,014 shares worth $1.28M. The stake represents ﹤0.01% of the portfolio and ranks #3275 among its holdings. This is a return to the name: Citigroup previously reported a position in AVTX as recently as Q4 2025.

Citigroup first reported a position in AVTX in Q1 2019 and has held it in 16 quarters since. 126 funds tracked by Wall St. Rank hold AVTX as of Q2 2026.

Citigroup held 69,014 shares of Avalo Therapeutics worth $1.28M as of Q2 2026.
Avalo Therapeutics was a new Citigroup position in Q2 2026.
Avalo Therapeutics made up ﹤0.01% of Citigroup's portfolio in Q2 2026, its #3275 holding.
Citigroup first reported a position in Avalo Therapeutics in Q1 2019 and has held it in 16 quarters since.
126 funds tracked by Wall St. Rank held Avalo Therapeutics as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.