Citigroup
NVEE

Citigroup’s NV5 Global NVEE Stock Holding History

Citigroup’s Portfolio NVEE Stock Details NVEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-101,538
Closed -$2.34M – 6243
2025
Q2 		$2.34M Buy
101,538
+7,264
+8% +$145K ﹤0.01% 2497
2025
Q1 		$1.82M Buy
94,274
+15,226
+19% +$279K ﹤0.01% 2788
2024
Q4 		$1.49M Sell
79,048
-5,316
-6% -$117K ﹤0.01% 3040
2024
Q3 		$1.97M Buy
84,364
+34,064
+68% +$809K ﹤0.01% 2679
2024
Q2 		$1.17M Buy
50,300
+15,720
+45% +$367K ﹤0.01% 2801
2024
Q1 		$847K Buy
34,580
+2,212
+7% +$57.4K ﹤0.01% 3159
2023
Q4 		$899K Buy
32,368
+11,868
+58% +$301K ﹤0.01% 2916
2023
Q3 		$493K Sell
20,500
-20,732
-50% -$534K ﹤0.01% 3073
2023
Q2 		$1.14M Buy
41,232
+15,896
+63% +$390K ﹤0.01% 2747
2023
Q1 		$659K Sell
25,336
-6,796
-21% -$204K ﹤0.01% 2900
2022
Q4 		$1.06M Buy
32,132
+6,120
+24% +$213K ﹤0.01% 2562
2022
Q3 		$805K Buy
26,012
+3,244
+14% +$106K ﹤0.01% 2877
2022
Q2 		$664K Sell
22,768
-20,088
-47% -$602K ﹤0.01% 3012
2022
Q1 		$1.43M Buy
42,856
+2,216
+5% +$65.1K ﹤0.01% 2635
2021
Q4 		$1.4M Buy
40,640
+32,952
+429% +$949K ﹤0.01% 2917
2021
Q3 		$189K Buy
7,688
+4,248
+123% +$105K ﹤0.01% 4144
2021
Q2 		$81K Buy
3,440
+32
+0.9% +$727 ﹤0.01% 4599
2021
Q1 		$82K Sell
3,408
-5,512
-62% -$131K ﹤0.01% 4458
2020
Q4 		$176K Buy
8,920
+6,320
+243% +$106K ﹤0.01% 5084
2020
Q3 		$34K Sell
2,600
-10,532
-80% -$140K ﹤0.01% 5849
2020
Q2 		$167K Buy
13,132
+540
+4% +$6.08K ﹤0.01% 5164
2020
Q1 		$130K Sell
12,592
-18,216
-59% -$243K ﹤0.01% 5126
2019
Q4 		$389K Buy
30,808
+376
+1% +$5.48K ﹤0.01% 4641
2019
Q3 		$519K Buy
30,432
+2,748
+10% +$49.9K ﹤0.01% 4306
2019
Q2 		$563K Buy
27,684
+1,452
+6% +$25.9K ﹤0.01% 4298
2019
Q1 		$389K Sell
26,232
-4,948
-16% -$85.2K ﹤0.01% 4448
2018
Q4 		$472K Buy
31,180
+10,820
+53% +$201K ﹤0.01% 4180
2018
Q3 		$442K Buy
20,360
+17,652
+652% +$364K ﹤0.01% 4431
2018
Q2 		$47K Sell
2,708
-764
-22% -$11.9K ﹤0.01% 6340
2018
Q1 		$48K Sell
3,472
-260
-7% -$3.21K ﹤0.01% 6200
2017
Q4 		$51K Buy
3,732
+952
+34% +$12.9K ﹤0.01% 6172
2017
Q3 		$38K Buy
2,780
+2,564
+1,187% +$29K ﹤0.01% 6139
2017
Q2 		$2K Sell
216
-100
-32% -$965 ﹤0.01% 7002
2017
Q1 		$3K Sell
316
-29,240
-99% -$276K ﹤0.01% 6930
2016
Q4 		$247K Buy
29,556
+27,160
+1,134% +$223K ﹤0.01% 5107
2016
Q3 		$19K Sell
2,396
-548
-19% -$4.33K ﹤0.01% 6234
2016
Q2 		$21K Sell
2,944
-11,524
-80% -$77.7K ﹤0.01% 6136
2016
Q1 		$97K Buy
14,468
+8,160
+129% +$42.1K ﹤0.01% 5682
2015
Q4 		$35K Buy
6,308
+6,304
+157,600% +$34.4K ﹤0.01% 6177
2015
Q3 		$0 Sell
4
-260
-98% -$1.48K ﹤0.01% 7604
2015
Q2 		$2K Hold
264
– – ﹤0.01% 7138
2015
Q1 		$1K Buy
+264
New +$845 ﹤0.01% 7058

Other funds holding NVEE

KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Citigroup's NVEE Position: Q3 2025 in Review

Citigroup sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 101,538 shares — an estimated $2.34M sold.

Citigroup first reported a position in NVEE in Q1 2015 and held it in 42 quarters. The position peaked at $2.34M in Q2 2025. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

  • Citigroup reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
  • Citigroup sold 101,538 NV5 Global shares in Q3 2025, an estimated $2.34M.
  • Citigroup first reported a position in NV5 Global in Q1 2015 and held it in 42 quarters.
  • Citigroup's NV5 Global position peaked at $2.34M in Q2 2025.
  • 3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Citigroup's 13F filing for Q3 2025, filed 10 Nov 2025.