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Brass Tax Wealth Management’s Citigroup C Stock Holding History

Brass Tax Wealth 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
Q3 		$433K Sell
4,262
-106
-2% -$10.1K 0.07% 137
2025
Q2 		$372K Sell
4,368
-40
-0.9% -$2.89K 0.07% 141
2025
Q1 		$313K Sell
4,408
-33
-0.7% -$2.52K 0.07% 152
2024
Q4 		$313K Sell
4,441
-386
-8% -$26K 0.07% 145
2024
Q3 		$302K Buy
4,827
+13
+0.3% +$804 0.06% 144
2024
Q2 		$306K Buy
+4,814
New +$297K 0.13% 93

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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brass Tax Wealth Management's C Position: Q3 2025 in Review

Brass Tax Wealth Management reduced its Citigroup (C) stake by 2.4% in Q3 2025, selling an estimated $10.1K and leaving 4,262 shares worth $433K. The position accounts for 0.07% of the portfolio, ranked #137.

Brass Tax Wealth Management first reported a position in C in Q2 2024 and has held it in 6 quarters since. 2,215 funds tracked by Wall St. Rank hold C as of Q3 2025.

  • Brass Tax Wealth Management held 4,262 shares of Citigroup worth $433K as of Q3 2025.
  • Brass Tax Wealth Management sold 106 Citigroup shares in Q3 2025, an estimated $10.1K.
  • Citigroup made up 0.07% of Brass Tax Wealth Management's portfolio in Q3 2025, its #137 holding.
  • Brass Tax Wealth Management first reported a position in Citigroup in Q2 2024 and has held it in 6 quarters since.
  • 2,215 funds tracked by Wall St. Rank held Citigroup as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.