Bellwether Advisors’s Citigroup C Stock Holding History

Bellwether Advisors’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	–	Sell	-1,019	Closed	-$86.7K	–	199
2025 Q2	$86.7K	Hold	1,019	–	–	0.01%	183
2025 Q1	$72.3K	Hold	1,019	–	–	0.02%	194
2024 Q4	$71.7K	Buy	+1,019	New	+$68.7K	0.01%	201
2023 Q2	–	Sell	-410	Closed	-$19.2K	–	137
2023 Q1	$19.2K	Hold	410	–	–	0.01%	245
2022 Q4	$18.5K	Hold	410	–	–	0.01%	244
2022 Q3	$17K	Hold	410	–	–	0.01%	225
2022 Q2	$18K	Hold	410	–	–	0.01%	220
2022 Q1	$21K	Hold	410	–	–	0.01%	249
2021 Q4	$24K	Sell	410 -410	-50%	-$27.3K	0.01%	253
2021 Q3	$57K	Sell	820 -13,541	-94%	-$947K	0.02%	201
2021 Q2	$1.02M	Buy	14,361 +13,336	+1,301%	+$987K	0.35%	59
2021 Q1	$74K	Buy	1,025 +70	+7%	+$4.67K	0.03%	148
2020 Q4	$58K	Buy	+955	New	+$48.5K	0.03%	157

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bellwether Advisors's C Position: Q3 2025 in Review

Bellwether Advisors sold out of Citigroup (C) in Q3 2025, closing a stake of 1,019 shares — an estimated $86.7K sold.

Bellwether Advisors first reported a position in C in Q4 2020 and held it in 13 quarters. The position peaked at $1.02M in Q2 2021. 2,219 funds tracked by Wall St. Rank hold C as of Q3 2025.

Bellwether Advisors reported no remaining Citigroup position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 1,019 Citigroup shares in Q3 2025, an estimated $86.7K.
Bellwether Advisors first reported a position in Citigroup in Q4 2020 and held it in 13 quarters.
Bellwether Advisors's Citigroup position peaked at $1.02M in Q2 2021.
2,219 funds tracked by Wall St. Rank held Citigroup as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.