AWM
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Accredited Wealth Management’s Citigroup C Stock Holding History

Accredited Wealth Management’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
2025
Q3 		$24.9K Buy
253
+8
+3% +$759 0.02% 189
2025
Q2 		$20.9K Hold
245
– – 0.02% 199
2025
Q1 		$17.4K Hold
245
– – 0.01% 195
2024
Q4 		$17.3K Buy
+245
New +$16.5K 0.02% 206

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Accredited Wealth Management's C Position: Q3 2025 in Review

Accredited Wealth Management increased its Citigroup (C) stake by 3.3% in Q3 2025, buying an estimated $759 and bringing the position to 253 shares worth $24.9K. The position accounts for 0.02% of the portfolio, ranked #189.

Accredited Wealth Management first reported a position in C in Q4 2024 and has held it in 4 quarters since. 2,214 funds tracked by Wall St. Rank hold C as of Q3 2025.

  • Accredited Wealth Management held 253 shares of Citigroup worth $24.9K as of Q3 2025.
  • Accredited Wealth Management bought 8 Citigroup shares in Q3 2025, an estimated $759.
  • Citigroup made up 0.02% of Accredited Wealth Management's portfolio in Q3 2025, its #189 holding.
  • Accredited Wealth Management first reported a position in Citigroup in Q4 2024 and has held it in 4 quarters since.
  • 2,214 funds tracked by Wall St. Rank held Citigroup as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.