NWMG
C icon

National Wealth Management Group’s Citigroup C Stock Holding History

National Wealth Management Group’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
-8,310
Closed -$590K – 164
2025
Q1 		$590K Buy
+8,310
New +$634K 0.39% 60

Other funds holding C

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

National Wealth Management Group's C Position: Q2 2025 in Review

National Wealth Management Group sold out of Citigroup (C) in Q2 2025, closing a stake of 8,310 shares — an estimated $590K sold.

National Wealth Management Group first reported a position in C in Q1 2025 and held it in 1 quarter. The position peaked at $590K in Q1 2025. 2,061 funds tracked by Wall St. Rank hold C as of Q2 2025.

  • National Wealth Management Group reported no remaining Citigroup position as of Q2 2025 after selling out during the quarter.
  • National Wealth Management Group sold 8,310 Citigroup shares in Q2 2025, an estimated $590K.
  • National Wealth Management Group first reported a position in Citigroup in Q1 2025 and held it in 1 quarter.
  • National Wealth Management Group's Citigroup position peaked at $590K in Q1 2025.
  • 2,061 funds tracked by Wall St. Rank held Citigroup as of Q2 2025.

Based on National Wealth Management Group's 13F filing for Q2 2025, filed 25 Sep 2025.