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Centricity Wealth Management’s Citigroup C Stock Holding History

Centricity 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
Q2 		$11.1K Hold
130
– – 0.01% 315
2025
Q1 		$9.23K Hold
130
– – 0.01% 327
2024
Q4 		$9.15K Buy
+130
New +$8.76K 0.01% 339

Other funds holding C

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Centricity Wealth Management's C Position: Q2 2025 in Review

Centricity Wealth Management held its Citigroup (C) position steady in Q2 2025 at 130 shares worth $11.1K. The position accounts for 0.01% of the portfolio, ranked #315.

Centricity Wealth Management first reported a position in C in Q4 2024 and has held it in 3 quarters since. 2,065 funds tracked by Wall St. Rank hold C as of Q2 2025.

  • Centricity Wealth Management held 130 shares of Citigroup worth $11.1K as of Q2 2025.
  • Centricity Wealth Management left its Citigroup share count unchanged in Q2 2025.
  • Citigroup made up 0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #315 holding.
  • Centricity Wealth Management first reported a position in Citigroup in Q4 2024 and has held it in 3 quarters since.
  • 2,065 funds tracked by Wall St. Rank held Citigroup as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.