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Norris Financial Group’s Citigroup C Stock Holding History

Norris 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
Q1 		– Sell
-27,172
Closed -$1.91M – 88
2024
Q4 		$1.91M Buy
27,172
+829
+3% +$55.9K 0.9% 30
2024
Q3 		$1.65M Sell
26,343
-78
-0.3% -$4.82K 0.81% 35
2024
Q2 		$1.68M Sell
26,421
-1,764
-6% -$109K 0.87% 34
2024
Q1 		$1.78M Buy
+28,185
New +$1.57M 0.98% 30

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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

Norris Financial Group's C Position: Q1 2025 in Review

Norris Financial Group sold out of Citigroup (C) in Q1 2025, closing a stake of 27,172 shares — an estimated $1.91M sold.

Norris Financial Group first reported a position in C in Q1 2024 and held it in 4 quarters. The position peaked at $1.91M in Q4 2024. 2,028 funds tracked by Wall St. Rank hold C as of Q1 2025.

  • Norris Financial Group reported no remaining Citigroup position as of Q1 2025 after selling out during the quarter.
  • Norris Financial Group sold 27,172 Citigroup shares in Q1 2025, an estimated $1.91M.
  • Norris Financial Group first reported a position in Citigroup in Q1 2024 and held it in 4 quarters.
  • Norris Financial Group's Citigroup position peaked at $1.91M in Q4 2024.
  • 2,028 funds tracked by Wall St. Rank held Citigroup as of Q1 2025.

Based on Norris Financial Group's 13F filing for Q1 2025, filed 20 May 2026.