Heartwood Wealth Advisors’s Citigroup C Stock Holding History

Heartwood 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	-99	Closed	-$10K	–	264
2025 Q3	$10K	Buy	+99	New	+$9.39K	﹤0.01%	387

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 $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heartwood Wealth Advisors's C Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Citigroup (C) in Q4 2025, closing a stake of 99 shares — an estimated $10K sold.

Heartwood Wealth Advisors first reported a position in C in Q3 2025 and held it in 1 quarter. The position peaked at $10K in Q3 2025. 2,455 funds tracked by Wall St. Rank hold C as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Citigroup position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 99 Citigroup shares in Q4 2025, an estimated $10K.
Heartwood Wealth Advisors first reported a position in Citigroup in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Citigroup position peaked at $10K in Q3 2025.
2,455 funds tracked by Wall St. Rank held Citigroup as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.