IAM
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Impact Asset Management’s Citigroup C Stock Holding History

Impact Asset 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
Q1 		$5.79M Sell
81,600
-1,100
-1% -$83.9K 2.27% 17
2024
Q4 		$5.82M Buy
+82,700
New +$5.57M 2.3% 17

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
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Impact Asset Management's C Position: Q1 2025 in Review

Impact Asset Management reduced its Citigroup (C) stake by 1.3% in Q1 2025, selling an estimated $83.9K and leaving 81,600 shares worth $5.79M. The position accounts for 2.27% of the portfolio, ranked #17.

Impact Asset Management first reported a position in C in Q4 2024 and has held it in 2 quarters since. The position peaked at $5.82M in Q4 2024. 2,023 funds tracked by Wall St. Rank hold C as of Q1 2025.

  • Impact Asset Management held 81,600 shares of Citigroup worth $5.79M as of Q1 2025.
  • Impact Asset Management sold 1,100 Citigroup shares in Q1 2025, an estimated $83.9K.
  • Citigroup made up 2.27% of Impact Asset Management's portfolio in Q1 2025, its #17 holding.
  • Impact Asset Management first reported a position in Citigroup in Q4 2024 and has held it in 2 quarters since.
  • Impact Asset Management's Citigroup position peaked at $5.82M in Q4 2024.
  • 2,023 funds tracked by Wall St. Rank held Citigroup as of Q1 2025.

Based on Impact Asset Management's 13F filing for Q1 2025, filed 14 Aug 2025.