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Bard Financial Services’s Citigroup C Stock Holding History

Bard Financial Services’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 		$540K Sell
5,320
-125
-2% -$11.9K 0.06% 143
2025
Q2 		$463K Sell
5,445
-750
-12% -$54.2K 0.06% 150
2025
Q1 		$440K Hold
6,195
– – 0.05% 156
2024
Q4 		$436K Hold
6,195
– – 0.05% 152
2024
Q3 		$388K Sell
6,195
-1,750
-22% -$108K 0.05% 168
2024
Q2 		$504K Hold
7,945
– – 0.05% 151
2024
Q1 		$502K Hold
7,945
– – 0.05% 154
2023
Q4 		$409K Buy
7,945
+125
+2% +$5.53K 0.05% 166
2023
Q3 		$322K Sell
7,820
-1,250
-14% -$54.9K 0.04% 172
2023
Q2 		$418K Sell
9,070
-25
-0.3% -$1.17K 0.03% 229
2023
Q1 		$426K Buy
9,095
+375
+4% +$18.4K 0.03% 222
2022
Q4 		$394K Sell
8,720
-4,125
-32% -$187K 0.03% 220
2022
Q3 		$535K Buy
12,845
+470
+4% +$23.2K 0.05% 189
2022
Q2 		$569K Buy
12,375
+3,030
+32% +$152K 0.05% 185
2022
Q1 		$499K Buy
9,345
+4,625
+98% +$286K 0.04% 192
2021
Q4 		$285K Buy
4,720
+1,125
+31% +$74.8K 0.02% 241
2021
Q3 		$252K Hold
3,595
– – 0.02% 239
2021
Q2 		$254K Buy
3,595
+250
+7% +$18.5K 0.02% 236
2021
Q1 		$243K Sell
3,345
-425
-11% -$28.4K 0.02% 231
2020
Q4 		$232K Buy
+3,770
New +$192K 0.02% 231

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bard Financial Services's C Position: Q3 2025 in Review

Bard Financial Services reduced its Citigroup (C) stake by 2.3% in Q3 2025, selling an estimated $11.9K and leaving 5,320 shares worth $540K. The position accounts for 0.06% of the portfolio, ranked #143.

Bard Financial Services first reported a position in C in Q4 2020 and has held it in 20 quarters since. The position peaked at $569K in Q2 2022. 2,219 funds tracked by Wall St. Rank hold C as of Q3 2025.

  • Bard Financial Services held 5,320 shares of Citigroup worth $540K as of Q3 2025.
  • Bard Financial Services sold 125 Citigroup shares in Q3 2025, an estimated $11.9K.
  • Citigroup made up 0.06% of Bard Financial Services's portfolio in Q3 2025, its #143 holding.
  • Bard Financial Services first reported a position in Citigroup in Q4 2020 and has held it in 20 quarters since.
  • Bard Financial Services's Citigroup position peaked at $569K in Q2 2022.
  • 2,219 funds tracked by Wall St. Rank held Citigroup as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.