Fortis Capital Management’s Citigroup C Stock Holding History

Fortis Capital 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 Q4	–	Sell	-2,052	Closed	-$208K	–	209
2025 Q3	$208K	Buy	+2,052	New	+$195K	0.03%	169

Other funds holding C

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fortis Capital Management's C Position: Q4 2025 in Review

Fortis Capital Management sold out of Citigroup (C) in Q4 2025, closing a stake of 2,052 shares — an estimated $208K sold.

Fortis Capital Management first reported a position in C in Q3 2025 and held it in 1 quarter. The position peaked at $208K in Q3 2025. 2,459 funds tracked by Wall St. Rank hold C as of Q4 2025.

Fortis Capital Management reported no remaining Citigroup position as of Q4 2025 after selling out during the quarter.
Fortis Capital Management sold 2,052 Citigroup shares in Q4 2025, an estimated $208K.
Fortis Capital Management first reported a position in Citigroup in Q3 2025 and held it in 1 quarter.
Fortis Capital Management's Citigroup position peaked at $208K in Q3 2025.
2,459 funds tracked by Wall St. Rank held Citigroup as of Q4 2025.

Based on Fortis Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.