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Bristlecone Advisors’s Citigroup C Stock Holding History

Bristlecone 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
Q2 		– Sell
-13,895
Closed -$986K – 303
2025
Q1 		$986K Sell
13,895
-2,390
-15% -$182K 0.08% 151
2024
Q4 		$1.15M Sell
16,285
-1,067
-6% -$71.9K 0.09% 137
2024
Q3 		$1.09M Hold
17,352
– – 0.09% 136
2024
Q2 		$1.1M Hold
17,352
– – 0.09% 135
2024
Q1 		$1.1M Sell
17,352
-39
-0.2% -$2.17K 0.1% 133
2023
Q4 		$895K Buy
17,391
+41
+0.2% +$1.81K 0.09% 143
2023
Q3 		$714K Hold
17,350
– – 0.08% 145
2023
Q2 		$799K Buy
+17,350
New +$813K 0.08% 143
2020
Q1 		– Sell
-2,623
Closed -$210K – 159
2019
Q4 		$210K Buy
+2,623
New +$194K 0.04% 196
2019
Q3 		– Sell
-2,974
Closed -$208K – 146
2019
Q2 		$208K Buy
+2,974
New +$199K 0.05% 177
2017
Q4 		– Sell
-51
Closed -$4K – 164
2017
Q3 		$4K Buy
+51
New +$3.48K ﹤0.01% 275
2016
Q1 		– Sell
-5,817
Closed -$301K – 166
2015
Q4 		$301K Buy
+5,817
New +$309K 0.13% 140

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Bristlecone Advisors's C Position: Q2 2025 in Review

Bristlecone Advisors sold out of Citigroup (C) in Q2 2025, closing a stake of 13,895 shares — an estimated $986K sold.

Bristlecone Advisors first reported a position in C in Q4 2015 and held it in 12 quarters. The position peaked at $1.15M in Q4 2024. 2,060 funds tracked by Wall St. Rank hold C as of Q2 2025.

  • Bristlecone Advisors reported no remaining Citigroup position as of Q2 2025 after selling out during the quarter.
  • Bristlecone Advisors sold 13,895 Citigroup shares in Q2 2025, an estimated $986K.
  • Bristlecone Advisors first reported a position in Citigroup in Q4 2015 and held it in 12 quarters.
  • Bristlecone Advisors's Citigroup position peaked at $1.15M in Q4 2024.
  • 2,060 funds tracked by Wall St. Rank held Citigroup as of Q2 2025.

Based on Bristlecone Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.