HWM
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Hemington Wealth Management’s Citigroup C Stock Holding History

Hemington Wealth 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
Q3 		$179K Buy
1,764
+185
+12% +$17.6K 0.02% 159
2025
Q2 		$134K Buy
1,579
+32
+2% +$2.31K 0.02% 188
2025
Q1 		$109K Buy
1,547
+160
+12% +$12.2K 0.02% 192
2024
Q4 		$97K Buy
1,387
+136
+11% +$9.17K 0.02% 196
2024
Q3 		$80K Buy
+1,251
New +$77.4K 0.02% 217

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hemington Wealth Management's C Position: Q3 2025 in Review

Hemington Wealth Management increased its Citigroup (C) stake by 12% in Q3 2025, buying an estimated $17.6K and bringing the position to 1,764 shares worth $179K. The position accounts for 0.02% of the portfolio, ranked #159.

Hemington Wealth Management first reported a position in C in Q3 2024 and has held it in 5 quarters since. 2,214 funds tracked by Wall St. Rank hold C as of Q3 2025.

  • Hemington Wealth Management held 1,764 shares of Citigroup worth $179K as of Q3 2025.
  • Hemington Wealth Management bought 185 Citigroup shares in Q3 2025, an estimated $17.6K.
  • Citigroup made up 0.02% of Hemington Wealth Management's portfolio in Q3 2025, its #159 holding.
  • Hemington Wealth Management first reported a position in Citigroup in Q3 2024 and has held it in 5 quarters since.
  • 2,214 funds tracked by Wall St. Rank held Citigroup as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.