Novare Capital Management’s Citigroup C Stock Holding History

Novare Capital Management’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	-5,651	Closed	-$401K	–	200
2025 Q1	$401K	Buy	+5,651	New	+$431K	0.04%	143

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

Novare Capital Management's C Position: Q2 2025 in Review

Novare Capital Management sold out of Citigroup (C) in Q2 2025, closing a stake of 5,651 shares — an estimated $401K sold.

Novare Capital Management first reported a position in C in Q1 2025 and held it in 1 quarter. The position peaked at $401K in Q1 2025. 2,061 funds tracked by Wall St. Rank hold C as of Q2 2025.

Novare Capital Management reported no remaining Citigroup position as of Q2 2025 after selling out during the quarter.
Novare Capital Management sold 5,651 Citigroup shares in Q2 2025, an estimated $401K.
Novare Capital Management first reported a position in Citigroup in Q1 2025 and held it in 1 quarter.
Novare Capital Management's Citigroup position peaked at $401K in Q1 2025.
2,061 funds tracked by Wall St. Rank held Citigroup as of Q2 2025.

Based on Novare Capital Management's 13F filing for Q2 2025, filed 29 Jul 2025.