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New Century Financial Group’s Citigroup C Stock Holding History

New Century Financial 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
Q4 		– Sell
-2,692
Closed -$273K – 10
2025
Q3 		$273K Sell
2,692
-21,986
-89% -$2.09M 0.49% 50
2025
Q2 		$2.1M Buy
24,678
+14,408
+140% +$1.04M 2.47% 8
2025
Q1 		$729K Sell
10,270
-21,443
-68% -$1.64M 0.84% 32
2024
Q4 		$2.25M Sell
31,713
-291
-0.9% -$19.6K 0.96% 15
2024
Q3 		$2M Buy
32,004
+18,682
+140% +$1.16M 0.73% 29
2024
Q2 		$845K Sell
13,322
-10,265
-44% -$633K 0.36% 80
2024
Q1 		$1.49M Buy
23,587
+938
+4% +$52.2K 1.03% 16
2023
Q4 		$1.17M Buy
+22,649
New +$1M 1.01% 15

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

New Century Financial Group's C Position: Q4 2025 in Review

New Century Financial Group sold out of Citigroup (C) in Q4 2025, closing a stake of 2,692 shares — an estimated $273K sold.

New Century Financial Group first reported a position in C in Q4 2023 and held it in 8 quarters. The position peaked at $2.25M in Q4 2024. 2,454 funds tracked by Wall St. Rank hold C as of Q4 2025.

  • New Century Financial Group reported no remaining Citigroup position as of Q4 2025 after selling out during the quarter.
  • New Century Financial Group sold 2,692 Citigroup shares in Q4 2025, an estimated $273K.
  • New Century Financial Group first reported a position in Citigroup in Q4 2023 and held it in 8 quarters.
  • New Century Financial Group's Citigroup position peaked at $2.25M in Q4 2024.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q4 2025.

Based on New Century Financial Group's 13F filing for Q4 2025.