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Advanced Portfolio Management’s Citigroup C Stock Holding History

Advanced Portfolio 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
Q4 		– Sell
-25
Closed -$2.54K – 51
2025
Q3 		$2.54K Buy
+25
New +$2.37K 0.01% 84
2025
Q2 		– Sell
-22,500
Closed -$1.6M – 41
2025
Q1 		$1.6M Sell
22,500
-53,634
-70% -$4.09M 3.22% 17
2024
Q4 		$5.54M Sell
76,134
-18,955
-20% -$1.28M 6.32% 2
2024
Q3 		$5.95M Sell
95,089
-57,413
-38% -$3.55M 6.13% 2
2024
Q2 		$9.68M Buy
152,502
+115,000
+307% +$7.09M 6.38% 1
2024
Q1 		$2.37M Buy
+37,502
New +$2.09M 4.48% 5

Other funds holding C

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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

Advanced Portfolio Management's C Position: Q4 2025 in Review

Advanced Portfolio Management sold out of Citigroup (C) in Q4 2025, closing a stake of 25 shares — an estimated $2.54K sold.

Advanced Portfolio Management first reported a position in C in Q1 2024 and held it in 6 quarters. The position peaked at $9.68M in Q2 2024. 2,459 funds tracked by Wall St. Rank hold C as of Q4 2025.

  • Advanced Portfolio Management reported no remaining Citigroup position as of Q4 2025 after selling out during the quarter.
  • Advanced Portfolio Management sold 25 Citigroup shares in Q4 2025, an estimated $2.54K.
  • Advanced Portfolio Management first reported a position in Citigroup in Q1 2024 and held it in 6 quarters.
  • Advanced Portfolio Management's Citigroup position peaked at $9.68M in Q2 2024.
  • 2,459 funds tracked by Wall St. Rank held Citigroup as of Q4 2025.

Based on Advanced Portfolio Management's 13F filing for Q4 2025, filed 17 Feb 2026.