SEC 13F Intelligence

American Trust Investment Advisors, LLC / C

American Trust Investment Advisors, LLC’s Citigroup Inc Position

Does American Trust Investment Advisors, LLC own Citigroup Inc (C)? Yes — 51.5K shares worth $6M (+3.23% of its 13F portfolio) as of Q1 2026, up from 49.9K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
51.5K
% of Portfolio
+3.23%
Quarters Held
5
currently held

Position History C

Reported value by quarter
Q3 ’24: $557,453Q3 ’24Q4 ’24: $791,888Q4 ’24Q3 ’25: $5MQ3 ’25Q4 ’25: $6MQ4 ’25Q1 ’26: $6MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202651.5K$6M+3.23%
Q4 202549.9K$6M+3.12%
Q3 202546.7K$5M+2.44%
Q4 202411.3K$791,888+0.32%
Q3 20248.9K$557,453+0.23%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See American Trust Investment Advisors, LLC’s full portfolio or all institutional holders of C.