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Congress Wealth Management’s Citigroup C Stock Holding History

Congress 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 		$17.5M Buy
205,344
+99,582
+94% +$7.2M 0.17% 145
2025
Q1 		$7.52M Buy
105,762
+8,790
+9% +$670K 0.09% 253
2024
Q4 		$6.83M Sell
96,972
-107,081
-52% -$7.22M 0.09% 245
2024
Q3 		$12.8M Buy
204,053
+69,083
+51% +$4.27M 0.17% 179
2024
Q2 		$8.57M Buy
134,970
+64,672
+92% +$3.99M 0.14% 194
2024
Q1 		$4.45M Sell
70,298
-6,475
-8% -$360K 0.08% 240
2023
Q4 		$3.95M Buy
76,773
+1,999
+3% +$88.5K 0.07% 246
2023
Q3 		$3.08M Buy
74,774
+170
+0.2% +$7.46K 0.06% 263
2023
Q2 		$3.43M Buy
74,604
+122
+0.2% +$5.71K 0.08% 224
2023
Q1 		$3.49M Buy
74,482
+1,882
+3% +$92.4K 0.08% 221
2022
Q4 		$3.28M Sell
72,600
-2,713
-4% -$123K 0.08% 217
2022
Q3 		$3.14M Buy
75,313
+10,000
+15% +$494K 0.08% 224
2022
Q2 		$3M Buy
65,313
+9,707
+17% +$486K 0.08% 240
2022
Q1 		$2.97M Sell
55,606
-2,926
-5% -$181K 0.06% 265
2021
Q4 		$3.54M Buy
+58,532
New +$3.89M 0.07% 263

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

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

Congress Wealth Management increased its Citigroup (C) stake by 94% in Q2 2025, buying an estimated $7.2M and bringing the position to 205,344 shares worth $17.5M. The position accounts for 0.17% of the portfolio, ranked #145.

Congress Wealth Management first reported a position in C in Q4 2021 and has held it in 15 quarters since. 2,065 funds tracked by Wall St. Rank hold C as of Q2 2025.

  • Congress Wealth Management held 205,344 shares of Citigroup worth $17.5M as of Q2 2025.
  • Congress Wealth Management bought 99,582 Citigroup shares in Q2 2025, an estimated $7.2M.
  • Citigroup made up 0.17% of Congress Wealth Management's portfolio in Q2 2025, its #145 holding.
  • Congress Wealth Management first reported a position in Citigroup in Q4 2021 and has held it in 15 quarters since.
  • 2,065 funds tracked by Wall St. Rank held Citigroup as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.