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PFG Private Wealth Management’s Citigroup C Stock Holding History

PFG Private Wealth 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
-44
Closed -$3.12K – 83
2025
Q1 		$3.12K Hold
44
– – ﹤0.01% 202
2024
Q4 		$3.1K Hold
44
– – ﹤0.01% 182
2024
Q3 		$2.75K Hold
44
– – ﹤0.01% 193
2024
Q2 		$2.79K Hold
44
– – ﹤0.01% 188
2024
Q1 		$2.78K Sell
44
-24
-35% -$1.34K ﹤0.01% 176
2023
Q4 		$3.5K Sell
68
-630
-90% -$27.9K ﹤0.01% 171
2023
Q3 		$28.7K Sell
698
-1,411
-67% -$61.9K 0.02% 147
2023
Q2 		$97.1K Buy
2,109
+78
+4% +$3.65K 0.06% 106
2023
Q1 		$95.2K Sell
2,031
-46
-2% -$2.26K 0.06% 103
2022
Q4 		$94K Buy
2,077
+195
+10% +$8.86K 0.06% 93
2022
Q3 		$78K Buy
1,882
+112
+6% +$5.53K 0.05% 105
2022
Q2 		$81K Sell
1,770
-115
-6% -$5.75K 0.05% 129
2022
Q1 		$101K Buy
1,885
+1,760
+1,408% +$109K 0.05% 125
2021
Q4 		$8K Hold
125
– – ﹤0.01% 208
2021
Q3 		$9K Buy
+125
New +$8.74K 0.01% 196

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

PFG Private Wealth Management's C Position: Q2 2025 in Review

PFG Private Wealth Management sold out of Citigroup (C) in Q2 2025, closing a stake of 44 shares — an estimated $3.12K sold.

PFG Private Wealth Management first reported a position in C in Q3 2021 and held it in 15 quarters. The position peaked at $101K in Q1 2022. 2,060 funds tracked by Wall St. Rank hold C as of Q2 2025.

  • PFG Private Wealth Management reported no remaining Citigroup position as of Q2 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 44 Citigroup shares in Q2 2025, an estimated $3.12K.
  • PFG Private Wealth Management first reported a position in Citigroup in Q3 2021 and held it in 15 quarters.
  • PFG Private Wealth Management's Citigroup position peaked at $101K in Q1 2022.
  • 2,060 funds tracked by Wall St. Rank held Citigroup as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.