Pursuit Wealth Management’s Citigroup C Stock Holding History

Pursuit 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 Q4	$872K	Buy	+7,476	New	+$776K	0.75%	39

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pursuit Wealth Management's C Position: Q4 2025 in Review

Pursuit Wealth Management opened a new position in Citigroup (C) in Q4 2025: 7,476 shares worth $872K. The stake represents 0.75% of the portfolio and ranks #39 among its holdings.

2,454 funds tracked by Wall St. Rank hold C as of Q4 2025.

Pursuit Wealth Management held 7,476 shares of Citigroup worth $872K as of Q4 2025.
Citigroup was a new Pursuit Wealth Management position in Q4 2025.
Citigroup made up 0.75% of Pursuit Wealth Management's portfolio in Q4 2025, its #39 holding.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q4 2025.

Based on Pursuit Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.