Harbor Asset Planning’s Citigroup C Stock Holding History

Harbor Asset Planning’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	–	Sell	-1	Closed	-$87	–	410
2025 Q2	$87	Buy	+1	New	+$72	﹤0.01%	408

Other funds holding C

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

Harbor Asset Planning's C Position: Q3 2025 in Review

Harbor Asset Planning sold out of Citigroup (C) in Q3 2025, closing a stake of 1 share — an estimated $87 sold.

Harbor Asset Planning first reported a position in C in Q2 2025 and held it in 1 quarter. The position peaked at $87 in Q2 2025. 2,219 funds tracked by Wall St. Rank hold C as of Q3 2025.

Harbor Asset Planning reported no remaining Citigroup position as of Q3 2025 after selling out during the quarter.
Harbor Asset Planning sold 1 Citigroup share in Q3 2025, an estimated $87.
Harbor Asset Planning first reported a position in Citigroup in Q2 2025 and held it in 1 quarter.
Harbor Asset Planning's Citigroup position peaked at $87 in Q2 2025.
2,219 funds tracked by Wall St. Rank held Citigroup as of Q3 2025.

Based on Harbor Asset Planning's 13F filing for Q3 2025, filed 17 Oct 2025.