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New Age Alpha Advisors’s Citigroup C Stock Holding History

New Age Alpha 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 		$14.7M Sell
104,754
-75
-0.1% -$9.76K 0.62% 23
2026
Q1 		$11.9M Sell
104,829
-3,254
-3% -$371K 0.55% 24
2025
Q4 		$12.6M Sell
108,083
-29,767
-22% -$3.09M 0.54% 28
2025
Q3 		$14M Sell
137,850
-10,659
-7% -$1.01M 0.59% 21
2025
Q2 		$12.6M Buy
148,509
+7,464
+5% +$540K 0.56% 23
2025
Q1 		$10M Buy
141,045
+74,292
+111% +$5.66M 0.45% 40
2024
Q4 		$4.7M Buy
66,753
+66,589
+40,603% +$4.49M 0.19% 148
2024
Q3 		$10.3K Hold
164
– – 0.01% 175
2024
Q2 		$10.4K Buy
+164
New +$10.1K 0.01% 77

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

New Age Alpha Advisors's C Position: Q2 2026 in Review

New Age Alpha Advisors reduced its Citigroup (C) stake by 0.07% in Q2 2026, selling an estimated $9.76K and leaving 104,754 shares worth $14.7M. The position accounts for 0.62% of the portfolio, ranked #23.

New Age Alpha Advisors first reported a position in C in Q2 2024 and has held it in 9 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • New Age Alpha Advisors held 104,754 shares of Citigroup worth $14.7M as of Q2 2026.
  • New Age Alpha Advisors sold 75 Citigroup shares in Q2 2026, an estimated $9.76K.
  • Citigroup made up 0.62% of New Age Alpha Advisors's portfolio in Q2 2026, its #23 holding.
  • New Age Alpha Advisors first reported a position in Citigroup in Q2 2024 and has held it in 9 quarters since.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.