BFAG
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Blackston Financial Advisory Group’s Citigroup C Stock Holding History

Blackston Financial Advisory Group’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 		– Sell
-4,636
Closed -$326K – 100
2024
Q4 		$326K Buy
4,636
+166
+4% +$11.2K 0.16% 95
2024
Q3 		$280K Buy
+4,470
New +$276K 0.14% 105

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

Blackston Financial Advisory Group's C Position: Q1 2025 in Review

Blackston Financial Advisory Group sold out of Citigroup (C) in Q1 2025, closing a stake of 4,636 shares — an estimated $326K sold.

Blackston Financial Advisory Group first reported a position in C in Q3 2024 and held it in 2 quarters. The position peaked at $326K in Q4 2024. 2,024 funds tracked by Wall St. Rank hold C as of Q1 2025.

  • Blackston Financial Advisory Group reported no remaining Citigroup position as of Q1 2025 after selling out during the quarter.
  • Blackston Financial Advisory Group sold 4,636 Citigroup shares in Q1 2025, an estimated $326K.
  • Blackston Financial Advisory Group first reported a position in Citigroup in Q3 2024 and held it in 2 quarters.
  • Blackston Financial Advisory Group's Citigroup position peaked at $326K in Q4 2024.
  • 2,024 funds tracked by Wall St. Rank held Citigroup as of Q1 2025.

Based on Blackston Financial Advisory Group's 13F filing for Q1 2025, filed 17 Apr 2025.