Compass Financial Services’s Citigroup C Stock Holding History

Compass Financial Services’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	-98	Closed	-$6.96K	–	306
2025 Q1	$6.96K	Buy	+98	New	+$7.47K	﹤0.01%	209

Other funds holding C

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Compass Financial Services's C Position: Q2 2025 in Review

Compass Financial Services sold out of Citigroup (C) in Q2 2025, closing a stake of 98 shares — an estimated $6.96K sold.

Compass Financial Services first reported a position in C in Q1 2025 and held it in 1 quarter. The position peaked at $6.96K in Q1 2025. 2,060 funds tracked by Wall St. Rank hold C as of Q2 2025.

Compass Financial Services reported no remaining Citigroup position as of Q2 2025 after selling out during the quarter.
Compass Financial Services sold 98 Citigroup shares in Q2 2025, an estimated $6.96K.
Compass Financial Services first reported a position in Citigroup in Q1 2025 and held it in 1 quarter.
Compass Financial Services's Citigroup position peaked at $6.96K in Q1 2025.
2,060 funds tracked by Wall St. Rank held Citigroup as of Q2 2025.

Based on Compass Financial Services's 13F filing for Q2 2025, filed 8 Aug 2025.