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Grey Fox Wealth Advisors’s Citigroup C Stock Holding History

Grey Fox Wealth Advisors’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
-125
Closed -$12.7K – 194
2025
Q3 		$12.7K Buy
+125
New +$11.9K ﹤0.01% 378
2023
Q2 		– Sell
-719
Closed -$33.7K – 160
2023
Q1 		$33.7K Hold
719
– – 0.02% 218
2022
Q4 		$32.5K Buy
+719
New +$32.7K 0.02% 197

Other funds holding C

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Grey Fox Wealth Advisors's C Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Citigroup (C) in Q4 2025, closing a stake of 125 shares — an estimated $12.7K sold.

Grey Fox Wealth Advisors first reported a position in C in Q4 2022 and held it in 3 quarters. The position peaked at $33.7K in Q1 2023. 2,453 funds tracked by Wall St. Rank hold C as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining Citigroup position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 125 Citigroup shares in Q4 2025, an estimated $12.7K.
  • Grey Fox Wealth Advisors first reported a position in Citigroup in Q4 2022 and held it in 3 quarters.
  • Grey Fox Wealth Advisors's Citigroup position peaked at $33.7K in Q1 2023.
  • 2,453 funds tracked by Wall St. Rank held Citigroup as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.