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Marshall & Sterling Wealth Advisors’s Citigroup C Stock Holding History

Marshall & Sterling 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
-95
Closed -$9.64K – 379
2025
Q3 		$9.64K Hold
95
– – 0.01% 352
2025
Q2 		$8.09K Hold
95
– – 0.01% 375
2025
Q1 		$6.74K Buy
95
+57
+150% +$4.35K ﹤0.01% 405
2024
Q4 		$2.63K Buy
+38
New +$2.56K ﹤0.01% 295

Other funds holding C

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's C Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Citigroup (C) in Q4 2025, closing a stake of 95 shares — an estimated $9.64K sold.

Marshall & Sterling Wealth Advisors first reported a position in C in Q4 2024 and held it in 4 quarters. The position peaked at $9.64K in Q3 2025. 2,466 funds tracked by Wall St. Rank hold C as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Citigroup position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 95 Citigroup shares in Q4 2025, an estimated $9.64K.
  • Marshall & Sterling Wealth Advisors first reported a position in Citigroup in Q4 2024 and held it in 4 quarters.
  • Marshall & Sterling Wealth Advisors's Citigroup position peaked at $9.64K in Q3 2025.
  • 2,466 funds tracked by Wall St. Rank held Citigroup as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.