LGL Partners’s Citigroup C Stock Holding History

LGL Partners’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 Q2	–	Sell	-3,085	Closed	-$219K	–	58
2025 Q1	$219K	Buy	+3,085	New	+$235K	0.11%	50
2016 Q3	–	Sell	-6,505	Closed	-$269K	–	99
2016 Q2	$269K	Hold	6,505	–	–	0.15%	80
2016 Q1	$272K	Buy	+6,505	New	+$272K	0.14%	79

Other funds holding C

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

LGL Partners's C Position: Q2 2025 in Review

LGL Partners sold out of Citigroup (C) in Q2 2025, closing a stake of 3,085 shares — an estimated $219K sold.

LGL Partners first reported a position in C in Q1 2016 and held it in 3 quarters. The position peaked at $272K in Q1 2016. 2,060 funds tracked by Wall St. Rank hold C as of Q2 2025.

LGL Partners reported no remaining Citigroup position as of Q2 2025 after selling out during the quarter.
LGL Partners sold 3,085 Citigroup shares in Q2 2025, an estimated $219K.
LGL Partners first reported a position in Citigroup in Q1 2016 and held it in 3 quarters.
LGL Partners's Citigroup position peaked at $272K in Q1 2016.
2,060 funds tracked by Wall St. Rank held Citigroup as of Q2 2025.

Based on LGL Partners's 13F filing for Q2 2025, filed 15 Aug 2025.