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CLA (CliftonLarsonAllen) Wealth Advisors’s Citigroup C Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
Q2 		$1.94M Buy
+13,879
New +$1.81M 0.03% 156
2026
Q1 		– Sell
-10,157
Closed -$1.19M – 226
2025
Q4 		$1.19M Buy
+10,157
New +$1.05M 0.02% 154
2022
Q2 		– Sell
-10,745
Closed -$574K – 182
2022
Q1 		$574K Buy
+10,745
New +$664K 0.02% 167
2021
Q4 		– Sell
-6,804
Closed -$478K – 189
2021
Q3 		$478K Buy
6,804
+228
+3% +$15.9K 0.02% 231
2021
Q2 		$465K Buy
+6,576
New +$487K 0.02% 238
2019
Q4 		$1.16M Sell
14,472
-3,528
-20% -$261K 0.09% 99
2019
Q3 		$1.24M Buy
18,000
+2,886
+19% +$196K 0.11% 87
2019
Q2 		$1.06M Sell
15,114
-2,196
-13% -$147K 0.11% 78
2019
Q1 		$1.08M Buy
17,310
+1,475
+9% +$91.6K 0.12% 76
2018
Q4 		$824K Buy
15,835
+6
+0% +$380 0.08% 107
2018
Q3 		$1.14M Buy
15,829
+232
+1% +$16.4K 0.11% 85
2018
Q2 		$1.04M Buy
15,597
+148
+1% +$10.2K 0.1% 88
2018
Q1 		$1.04M Sell
15,449
-1,381
-8% -$104K 0.1% 90
2017
Q4 		$1.25M Sell
16,830
-697
-4% -$51.5K 0.13% 75
2017
Q3 		$1.27M Buy
17,527
+641
+4% +$43.8K 0.13% 82
2017
Q2 		$1.13M Buy
16,886
+461
+3% +$28.3K 0.13% 89
2017
Q1 		$983K Sell
16,425
-136
-0.8% -$8.04K 0.11% 95
2016
Q4 		$984K Buy
16,561
+111
+0.7% +$5.99K 0.11% 89
2016
Q3 		$777K Sell
16,450
-193
-1% -$8.78K 0.09% 98
2016
Q2 		$705K Sell
16,643
-131
-0.8% -$5.79K 0.1% 85
2016
Q1 		$700K Sell
16,774
-1,167
-7% -$48.8K 0.11% 81
2015
Q4 		$928K Buy
17,941
+218
+1% +$11.6K 0.16% 74
2015
Q3 		$879K Buy
17,723
+1,164
+7% +$63.6K 0.17% 80
2015
Q2 		$915K Sell
16,559
-129
-0.8% -$7.02K 0.18% 69
2015
Q1 		$860K Buy
+16,688
New +$850K 0.19% 66

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

CLA (CliftonLarsonAllen) Wealth Advisors's C Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors opened a new position in Citigroup (C) in Q2 2026: 13,879 shares worth $1.94M. The stake represents 0.03% of the portfolio and ranks #156 among its holdings. This is a return to the name: CLA (CliftonLarsonAllen) Wealth Advisors previously reported a position in C as recently as Q4 2025.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in C in Q1 2015 and has held it in 25 quarters since. 2,637 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 13,879 shares of Citigroup worth $1.94M as of Q2 2026.
  • Citigroup was a new CLA (CliftonLarsonAllen) Wealth Advisors position in Q2 2026.
  • Citigroup made up 0.03% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #156 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Citigroup in Q1 2015 and has held it in 25 quarters since.
  • 2,637 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.