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Creekmur Asset Management’s Citigroup C Stock Holding History

Creekmur Asset 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
Q3 		$23.1K Buy
227
+78
+52% +$7.4K ﹤0.01% 422
2025
Q2 		$12.7K Buy
149
+6
+4% +$434 ﹤0.01% 488
2025
Q1 		$10.2K Buy
+143
New +$10.9K ﹤0.01% 476
2024
Q3 		– Sell
-21
Closed -$1.33K – 1032
2024
Q2 		$1.33K Sell
21
-5
-19% -$308 ﹤0.01% 755
2024
Q1 		$1.64K Buy
+26
New +$1.45K ﹤0.01% 681

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creekmur Asset Management's C Position: Q3 2025 in Review

Creekmur Asset Management increased its Citigroup (C) stake by 52% in Q3 2025, buying an estimated $7.4K and bringing the position to 227 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Creekmur Asset Management first reported a position in C in Q1 2024 and has held it in 5 quarters since. 2,220 funds tracked by Wall St. Rank hold C as of Q3 2025.

  • Creekmur Asset Management held 227 shares of Citigroup worth $23.1K as of Q3 2025.
  • Creekmur Asset Management bought 78 Citigroup shares in Q3 2025, an estimated $7.4K.
  • Citigroup made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #422 holding.
  • Creekmur Asset Management first reported a position in Citigroup in Q1 2024 and has held it in 5 quarters since.
  • 2,220 funds tracked by Wall St. Rank held Citigroup as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.