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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Capital World Investors

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

Geode Capital Management

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

T. Rowe Price Associates

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

Bank of America

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

Franklin Resources

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

Fisher Asset Management

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

Norges Bank Oslo, Norway $935B AUM