CMC Financial Group’s Citigroup C Stock Holding History

CMC Financial Group’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 Q4	–	Sell	-3,230	Closed	-$328K	–	37
2025 Q3	$328K	Buy	+3,230	New	+$306K	0.61%	25

Other funds holding C

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CMC Financial Group's C Position: Q4 2025 in Review

CMC Financial Group sold out of Citigroup (C) in Q4 2025, closing a stake of 3,230 shares — an estimated $328K sold.

CMC Financial Group first reported a position in C in Q3 2025 and held it in 1 quarter. The position peaked at $328K in Q3 2025. 2,461 funds tracked by Wall St. Rank hold C as of Q4 2025.

CMC Financial Group reported no remaining Citigroup position as of Q4 2025 after selling out during the quarter.
CMC Financial Group sold 3,230 Citigroup shares in Q4 2025, an estimated $328K.
CMC Financial Group first reported a position in Citigroup in Q3 2025 and held it in 1 quarter.
CMC Financial Group's Citigroup position peaked at $328K in Q3 2025.
2,461 funds tracked by Wall St. Rank held Citigroup as of Q4 2025.

Based on CMC Financial Group's 13F filing for Q4 2025, filed 26 Jan 2026.