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Independent Advisor Alliance’s Citigroup C Stock Holding History

Independent Advisor Alliance’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 		$7.68M Sell
67,698
-6,920
-9% -$788K 0.08% 222
2025
Q4 		$8.71M Sell
74,618
-7,843
-10% -$814K 0.21% 70
2025
Q3 		$8.37M Buy
82,461
+289
+0.4% +$27.4K 0.22% 71
2025
Q2 		$6.99M Sell
82,172
-3,488
-4% -$252K 0.2% 87
2025
Q1 		$6.08M Buy
85,660
+4,704
+6% +$359K 0.2% 82
2024
Q4 		$5.7M Buy
80,956
+10,704
+15% +$721K 0.08% 244
2024
Q3 		$4.4M Buy
70,252
+851
+1% +$52.6K 0.16% 113
2024
Q2 		$4.4M Buy
69,401
+6,225
+10% +$384K 0.15% 117
2024
Q1 		$4M Buy
63,176
+16,936
+37% +$942K 0.14% 124
2023
Q4 		$2.38M Buy
46,240
+1,663
+4% +$73.6K 0.09% 191
2023
Q3 		$1.83M Sell
44,577
-5,022
-10% -$220K 0.08% 206
2023
Q2 		$2.28M Buy
49,599
+1,072
+2% +$50.2K 0.1% 176
2023
Q1 		$2.28M Sell
48,527
-2,425
-5% -$119K 0.11% 174
2022
Q4 		$2.31K Sell
50,952
-2,765
-5% -$126K ﹤0.01% 243
2022
Q3 		$2.24M Buy
53,717
+805
+2% +$39.8K 0.13% 149
2022
Q2 		$2.43M Buy
52,912
+15,411
+41% +$771K 0.14% 137
2022
Q1 		$2M Buy
37,501
+6,073
+19% +$375K 0.1% 185
2021
Q4 		$1.9M Buy
31,428
+693
+2% +$46.1K 0.09% 168
2021
Q3 		$2.16M Buy
30,735
+2,486
+9% +$174K 0.12% 152
2021
Q2 		$2M Buy
28,249
+661
+2% +$48.9K 0.11% 171
2021
Q1 		$2.01M Buy
27,588
+2,140
+8% +$143K 0.12% 153
2020
Q4 		$1.57M Sell
25,448
-6,350
-20% -$323K 0.11% 155
2020
Q3 		$1.37M Buy
31,798
+3,098
+11% +$154K 0.1% 147
2020
Q2 		$1.47M Buy
28,700
+2,366
+9% +$112K 0.16% 116
2020
Q1 		$1.11M Buy
26,334
+5,631
+27% +$378K 0.16% 113
2019
Q4 		$1.65M Sell
20,703
-261
-1% -$19.3K 0.07% 266
2019
Q3 		$1.45M Sell
20,964
-19,037
-48% -$1.29M 0.18% 115
2019
Q2 		$2.8M Buy
40,001
+878
+2% +$58.8K 0.41% 53
2019
Q1 		$2.43M Buy
39,123
+1,728
+5% +$107K 0.34% 67
2018
Q4 		$1.95M Sell
37,395
-2,428
-6% -$154K 0.34% 65
2018
Q3 		$2.7M Buy
39,823
+4,149
+12% +$293K 0.49% 48
2018
Q2 		$2.26M Buy
35,674
+5,319
+18% +$366K 0.47% 51
2018
Q1 		$2.06M Buy
30,355
+1,828
+6% +$137K 0.46% 52
2017
Q4 		$2.13M Buy
28,527
+7,382
+35% +$546K 0.47% 50
2017
Q3 		$1.59M Buy
21,145
+221
+1% +$15.1K 0.44% 65
2017
Q2 		$1.42M Sell
20,924
-4,420
-17% -$271K 0.45% 72
2017
Q1 		$1.51M Buy
25,344
+3,462
+16% +$205K 0.24% 125
2016
Q4 		$1.23M Buy
+21,882
New +$1.18M 0.53% 64

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Independent Advisor Alliance's C Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Citigroup (C) stake by 9.3% in Q1 2026, selling an estimated $788K and leaving 67,698 shares worth $7.68M. The position accounts for 0.08% of the portfolio, ranked #222.

Independent Advisor Alliance first reported a position in C in Q4 2016 and has held it in 38 quarters since. The position peaked at $8.71M in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Independent Advisor Alliance held 67,698 shares of Citigroup worth $7.68M as of Q1 2026.
  • Independent Advisor Alliance sold 6,920 Citigroup shares in Q1 2026, an estimated $788K.
  • Citigroup made up 0.08% of Independent Advisor Alliance's portfolio in Q1 2026, its #222 holding.
  • Independent Advisor Alliance first reported a position in Citigroup in Q4 2016 and has held it in 38 quarters since.
  • Independent Advisor Alliance's Citigroup position peaked at $8.71M in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.