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Austin Private Wealth’s Citigroup C Stock Holding History

Austin Private Wealth’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 		$117K Hold
1,000
– – 0.01% 287
2025
Q3 		$102K Hold
1,000
– – 0.01% 305
2025
Q2 		$85.1K Hold
1,000
– – 0.01% 301
2025
Q1 		$71K Hold
1,000
– – 0.01% 293
2024
Q4 		$70.4K Hold
1,000
– – 0.01% 285
2024
Q3 		$62.6K Buy
+1,000
New +$61.8K 0.01% 274

Other funds holding C

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Austin Private Wealth's C Position: Q4 2025 in Review

Austin Private Wealth reduced its Citigroup (C) stake by 6.2% in Q4 2025, selling an estimated $19.8K and leaving 2,898 shares worth $338K. The position accounts for 0.03% of the portfolio, ranked #221.

Austin Private Wealth first reported a position in C in Q3 2024 and has held it in 6 quarters since. 2,454 funds tracked by Wall St. Rank hold C as of Q4 2025.

  • Austin Private Wealth held 2,898 shares of Citigroup worth $338K as of Q4 2025.
  • Austin Private Wealth sold 191 Citigroup shares in Q4 2025, an estimated $19.8K.
  • Citigroup made up 0.03% of Austin Private Wealth's portfolio in Q4 2025, its #221 holding.
  • Austin Private Wealth first reported a position in Citigroup in Q3 2024 and has held it in 6 quarters since.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.