NCM
C icon

Nearwater Capital Markets’s Citigroup C Stock Holding History

Nearwater Capital Markets’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
-265,000
Closed -$26.9M – 117
2025
Q3 		$26.9M Hold
265,000
– – 0.36% 56
2025
Q2 		$22.6M Sell
265,000
-50,000
-16% -$3.61M 0.36% 53
2025
Q1 		$22.4M Buy
315,000
+123,457
+64% +$9.41M 0.64% 40
2024
Q4 		$13.5M Buy
+191,543
New +$12.9M 0.38% 55

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

Nearwater Capital Markets's C Position: Q4 2025 in Review

Nearwater Capital Markets sold out of Citigroup (C) in Q4 2025, closing a stake of 265,000 shares — an estimated $26.9M sold.

Nearwater Capital Markets first reported a position in C in Q4 2024 and held it in 4 quarters. The position peaked at $26.9M in Q3 2025. 2,459 funds tracked by Wall St. Rank hold C as of Q4 2025.

  • Nearwater Capital Markets reported no remaining Citigroup position as of Q4 2025 after selling out during the quarter.
  • Nearwater Capital Markets sold 265,000 Citigroup shares in Q4 2025, an estimated $26.9M.
  • Nearwater Capital Markets first reported a position in Citigroup in Q4 2024 and held it in 4 quarters.
  • Nearwater Capital Markets's Citigroup position peaked at $26.9M in Q3 2025.
  • 2,459 funds tracked by Wall St. Rank held Citigroup as of Q4 2025.

Based on Nearwater Capital Markets's 13F filing for Q4 2025, filed 17 Feb 2026.