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MSH Capital Advisors’s Citigroup C Stock Holding History

MSH Capital 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
-4,704
Closed -$477K – 275
2025
Q3 		$477K Sell
4,704
-1,091
-19% -$104K 0.13% 171
2025
Q2 		$493K Sell
5,795
-2
-0% -$145 0.14% 164
2025
Q1 		$412K Sell
5,797
-60
-1% -$4.58K 0.13% 167
2024
Q4 		$412K Sell
5,857
-103
-2% -$6.94K 0.13% 167
2024
Q3 		$373K Sell
5,960
-1,293
-18% -$80K 0.11% 172
2024
Q2 		$460K Buy
7,253
+504
+7% +$31.1K 0.15% 140
2024
Q1 		$427K Sell
6,749
-148
-2% -$8.24K 0.15% 145
2023
Q4 		$355K Sell
6,897
-104
-1% -$4.6K 0.13% 152
2023
Q3 		$288K Sell
7,001
-1,923
-22% -$84.4K 0.11% 173
2023
Q2 		$411K Sell
8,924
-727
-8% -$34K 0.15% 147
2023
Q1 		$453K Buy
9,651
+3,343
+53% +$164K 0.19% 120
2022
Q4 		$285K Sell
6,308
-304
-5% -$13.8K 0.13% 157
2022
Q3 		$276K Buy
6,612
+3
+0% +$148 0.14% 154
2022
Q2 		$304K Buy
6,609
+320
+5% +$16K 0.14% 143
2022
Q1 		$336K Buy
6,289
+14
+0.2% +$865 0.14% 147
2021
Q4 		$379K Buy
+6,275
New +$417K 0.17% 125

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 $3.37T AUM 44.26% 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

MSH Capital Advisors's C Position: Q4 2025 in Review

MSH Capital Advisors sold out of Citigroup (C) in Q4 2025, closing a stake of 4,704 shares — an estimated $477K sold.

MSH Capital Advisors first reported a position in C in Q4 2021 and held it in 16 quarters. The position peaked at $493K in Q2 2025. 2,459 funds tracked by Wall St. Rank hold C as of Q4 2025.

  • MSH Capital Advisors reported no remaining Citigroup position as of Q4 2025 after selling out during the quarter.
  • MSH Capital Advisors sold 4,704 Citigroup shares in Q4 2025, an estimated $477K.
  • MSH Capital Advisors first reported a position in Citigroup in Q4 2021 and held it in 16 quarters.
  • MSH Capital Advisors's Citigroup position peaked at $493K in Q2 2025.
  • 2,459 funds tracked by Wall St. Rank held Citigroup as of Q4 2025.

Based on MSH Capital Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.