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Principia Wealth Advisory’s Citigroup C Stock Holding History

Principia Wealth Advisory’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 		$10.4K Buy
89
+13
+17% +$1.35K 0.01% 192
2025
Q3 		$7.71K Buy
76
+10
+15% +$949 0.01% 225
2025
Q2 		$5.62K Buy
66
+37
+128% +$2.67K ﹤0.01% 220
2025
Q1 		$1.86K Sell
29
-19
-40% -$1.45K ﹤0.01% 293
2024
Q4 		$3.38K Buy
+48
New +$3.23K ﹤0.01% 182

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

Principia Wealth Advisory's C Position: Q4 2025 in Review

Principia Wealth Advisory increased its Citigroup (C) stake by 17% in Q4 2025, buying an estimated $1.35K and bringing the position to 89 shares worth $10.4K. The position accounts for 0.01% of the portfolio, ranked #192.

Principia Wealth Advisory first reported a position in C in Q4 2024 and has held it in 5 quarters since. 2,459 funds tracked by Wall St. Rank hold C as of Q4 2025.

  • Principia Wealth Advisory held 89 shares of Citigroup worth $10.4K as of Q4 2025.
  • Principia Wealth Advisory bought 13 Citigroup shares in Q4 2025, an estimated $1.35K.
  • Citigroup made up 0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #192 holding.
  • Principia Wealth Advisory first reported a position in Citigroup in Q4 2024 and has held it in 5 quarters since.
  • 2,459 funds tracked by Wall St. Rank held Citigroup as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.