CC
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Callan Capital’s Citigroup C Stock Holding History

Callan Capital’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 		$479K Buy
6,747
+502
+8% +$38.3K 0.04% 215
2024
Q4 		$440K Buy
6,245
+655
+12% +$44.1K 0.03% 200
2024
Q3 		$350K Buy
5,590
+349
+7% +$21.6K 0.02% 239
2024
Q2 		$333K Buy
5,241
+431
+9% +$26.6K 0.03% 219
2024
Q1 		$304K Buy
+4,810
New +$268K 0.03% 205
2023
Q2 		– Sell
-5,971
Closed -$280K – 185
2023
Q1 		$280K Hold
5,971
– – 0.03% 150
2022
Q4 		$270K Buy
+5,971
New +$271K 0.03% 153

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

Callan Capital's C Position: Q1 2025 in Review

Callan Capital increased its Citigroup (C) stake by 8% in Q1 2025, buying an estimated $38.3K and bringing the position to 6,747 shares worth $479K. The position accounts for 0.04% of the portfolio, ranked #215.

Callan Capital first reported a position in C in Q4 2022 and has held it in 7 quarters since. 2,023 funds tracked by Wall St. Rank hold C as of Q1 2025.

  • Callan Capital held 6,747 shares of Citigroup worth $479K as of Q1 2025.
  • Callan Capital bought 502 Citigroup shares in Q1 2025, an estimated $38.3K.
  • Citigroup made up 0.04% of Callan Capital's portfolio in Q1 2025, its #215 holding.
  • Callan Capital first reported a position in Citigroup in Q4 2022 and has held it in 7 quarters since.
  • 2,023 funds tracked by Wall St. Rank held Citigroup as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.