NBW Capital’s Citigroup C Stock Holding History

NBW Capital’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	$201K	Buy	+2,359	New	+$171K	0.04%	111

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

NBW Capital's C Position: Q2 2025 in Review

NBW Capital opened a new position in Citigroup (C) in Q2 2025: 2,359 shares worth $201K. The stake represents 0.04% of the portfolio and ranks #111 among its holdings.

2,060 funds tracked by Wall St. Rank hold C as of Q2 2025.

NBW Capital held 2,359 shares of Citigroup worth $201K as of Q2 2025.
Citigroup was a new NBW Capital position in Q2 2025.
Citigroup made up 0.04% of NBW Capital's portfolio in Q2 2025, its #111 holding.
2,060 funds tracked by Wall St. Rank held Citigroup as of Q2 2025.

Based on NBW Capital's 13F filing for Q2 2025, filed 13 Aug 2025.