FullCircle Wealth’s Citigroup C Stock Holding History

FullCircle Wealth’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	$878K	Sell	8,690 -4,407	-34%	-$418K	0.31%	106
2025 Q2	$1.21M	Buy	13,097 +111	+0.9%	+$8.02K	0.45%	75
2025 Q1	$887K	Buy	12,986 +1,540	+13%	+$117K	0.37%	91
2024 Q4	$940K	Sell	11,446 -115	-1%	-$7.75K	0.38%	87
2024 Q3	$742K	Buy	11,561 +1,966	+20%	+$122K	0.33%	98
2024 Q2	$611K	Buy	+9,595	New	+$592K	0.3%	103

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

FullCircle Wealth's C Position: Q3 2025 in Review

FullCircle Wealth reduced its Citigroup (C) stake by 34% in Q3 2025, selling an estimated $418K and leaving 8,690 shares worth $878K. The position accounts for 0.31% of the portfolio, ranked #106.

FullCircle Wealth first reported a position in C in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.21M in Q2 2025. 2,214 funds tracked by Wall St. Rank hold C as of Q3 2025.

FullCircle Wealth held 8,690 shares of Citigroup worth $878K as of Q3 2025.
FullCircle Wealth sold 4,407 Citigroup shares in Q3 2025, an estimated $418K.
Citigroup made up 0.31% of FullCircle Wealth's portfolio in Q3 2025, its #106 holding.
FullCircle Wealth first reported a position in Citigroup in Q2 2024 and has held it in 6 quarters since.
FullCircle Wealth's Citigroup position peaked at $1.21M in Q2 2025.
2,214 funds tracked by Wall St. Rank held Citigroup as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.