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Wealth Alliance’s Citigroup C Stock Holding History

Wealth 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
Q2 		$1.75M Buy
12,511
+4,052
+48% +$527K 0.15% 126
2026
Q1 		$959K Sell
8,459
-380
-4% -$43.3K 0.09% 190
2025
Q4 		$1.03M Sell
8,839
-880
-9% -$91.4K 0.1% 180
2025
Q3 		$987K Buy
9,719
+211
+2% +$20K 0.1% 179
2025
Q2 		$809K Sell
9,508
-38
-0.4% -$2.75K 0.09% 204
2025
Q1 		$678K Buy
9,546
+3,427
+56% +$261K 0.08% 218
2024
Q4 		$431K Sell
6,119
-8
-0.1% -$539 0.05% 286
2024
Q3 		$384K Buy
6,127
+28
+0.5% +$1.73K 0.05% 339
2024
Q2 		$387K Buy
6,099
+56
+0.9% +$3.45K 0.05% 312
2024
Q1 		$382K Sell
6,043
-233
-4% -$13K 0.05% 332
2023
Q4 		$323K Sell
6,276
-3,395
-35% -$150K 0.05% 363
2023
Q3 		$398K Buy
9,671
+1,335
+16% +$58.6K 0.06% 279
2023
Q2 		$384K Sell
8,336
-1,749
-17% -$81.9K 0.06% 313
2023
Q1 		$473K Buy
10,085
+2,761
+38% +$135K 0.08% 250
2022
Q4 		$331K Sell
7,324
-5,725
-44% -$260K 0.06% 316
2022
Q3 		$544K Buy
13,049
+135
+1% +$6.67K 0.11% 200
2022
Q2 		$594K Buy
12,914
+3,241
+34% +$162K 0.11% 189
2022
Q1 		$517K Buy
9,673
+966
+11% +$59.7K 0.11% 209
2021
Q4 		$526K Sell
8,707
-585
-6% -$38.9K 0.11% 212
2021
Q3 		$652K Buy
9,292
+54
+0.6% +$3.77K 0.15% 159
2021
Q2 		$654K Buy
9,238
+1,806
+24% +$134K 0.15% 152
2021
Q1 		$541K Sell
7,432
-1,583
-18% -$106K 0.15% 162
2020
Q4 		$556K Buy
9,015
+1,220
+16% +$62K 0.16% 155
2020
Q3 		$336K Sell
7,795
-857
-10% -$42.7K 0.12% 209
2020
Q2 		$442K Buy
8,652
+1,872
+28% +$88.8K 0.17% 150
2020
Q1 		$286K Buy
+6,780
New +$455K 0.15% 166

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

Wealth Alliance's C Position: Q2 2026 in Review

Wealth Alliance increased its Citigroup (C) stake by 48% in Q2 2026, buying an estimated $527K and bringing the position to 12,511 shares worth $1.75M. The position accounts for 0.15% of the portfolio, ranked #126.

Wealth Alliance first reported a position in C in Q1 2020 and has held it in 26 quarters since. 2,639 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Wealth Alliance held 12,511 shares of Citigroup worth $1.75M as of Q2 2026.
  • Wealth Alliance bought 4,052 Citigroup shares in Q2 2026, an estimated $527K.
  • Citigroup made up 0.15% of Wealth Alliance's portfolio in Q2 2026, its #126 holding.
  • Wealth Alliance first reported a position in Citigroup in Q1 2020 and has held it in 26 quarters since.
  • 2,639 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.