EFG Asset Management’s Citigroup C Stock Holding History

EFG 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	$1.19M	Buy	+11,684	New	+$1.11M	0.15%	163

Other funds holding C

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

EFG Asset Management opened a new position in Citigroup (C) in Q3 2025: 11,684 shares worth $1.19M. The stake represents 0.15% of the portfolio and ranks #163 among its holdings.

2,214 funds tracked by Wall St. Rank hold C as of Q3 2025.

EFG Asset Management held 11,684 shares of Citigroup worth $1.19M as of Q3 2025.
Citigroup was a new EFG Asset Management position in Q3 2025.
Citigroup made up 0.15% of EFG Asset Management's portfolio in Q3 2025, its #163 holding.
2,214 funds tracked by Wall St. Rank held Citigroup as of Q3 2025.

Based on EFG Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.