AP
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Adero Partners’s Citigroup C Stock Holding History

Adero Partners’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
Q1 		$263K Buy
3,704
+87
+2% +$6.63K 0.02% 198
2024
Q4 		$255K Buy
+3,617
New +$244K 0.02% 194
2024
Q3 		– Sell
-3,310
Closed -$210K – 241
2024
Q2 		$210K Buy
+3,310
New +$204K 0.02% 193

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
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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
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

Adero Partners's C Position: Q1 2025 in Review

Adero Partners increased its Citigroup (C) stake by 2.4% in Q1 2025, buying an estimated $6.63K and bringing the position to 3,704 shares worth $263K. The position accounts for 0.02% of the portfolio, ranked #198.

Adero Partners first reported a position in C in Q2 2024 and has held it in 3 quarters since. 2,024 funds tracked by Wall St. Rank hold C as of Q1 2025.

  • Adero Partners held 3,704 shares of Citigroup worth $263K as of Q1 2025.
  • Adero Partners bought 87 Citigroup shares in Q1 2025, an estimated $6.63K.
  • Citigroup made up 0.02% of Adero Partners's portfolio in Q1 2025, its #198 holding.
  • Adero Partners first reported a position in Citigroup in Q2 2024 and has held it in 3 quarters since.
  • 2,024 funds tracked by Wall St. Rank held Citigroup as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.