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Rise Advisors’s Citigroup C Stock Holding History

Rise Advisors’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 		– Sell
-1,131
Closed -$115K – 300
2025
Q3 		$115K Sell
1,131
-6,965
-86% -$661K 0.04% 147
2025
Q2 		$689K Buy
8,096
+7,008
+644% +$507K 0.27% 30
2025
Q1 		$77.2K Buy
1,088
+91
+9% +$6.94K 0.03% 175
2024
Q4 		$70.2K Sell
997
-93
-9% -$6.27K 0.03% 179
2024
Q3 		$68.2K Buy
1,090
+10
+0.9% +$618 0.03% 189
2024
Q2 		$68.5K Buy
1,080
+108
+11% +$6.66K 0.04% 189
2024
Q1 		$61.5K Buy
+972
New +$54.1K 0.03% 196
2023
Q4 		– Sell
-4
Closed -$154 – 627
2023
Q3 		$154 Sell
4
-199
-98% -$8.73K ﹤0.01% 623
2023
Q2 		$9.35K Buy
203
+2
+1% +$94 0.01% 345
2023
Q1 		$9.42K Buy
201
+2
+1% +$98 0.01% 368
2022
Q4 		$8.99K Sell
199
-656
-77% -$29.8K 0.01% 363
2022
Q3 		$36K Buy
855
+9
+1% +$445 0.03% 183
2022
Q2 		$39K Buy
846
+198
+31% +$9.9K 0.04% 162
2022
Q1 		$35K Buy
648
+595
+1,123% +$36.8K 0.03% 187
2021
Q4 		$3.2K Buy
+53
New +$3.52K ﹤0.01% 465

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

Rise Advisors's C Position: Q4 2025 in Review

Rise Advisors sold out of Citigroup (C) in Q4 2025, closing a stake of 1,131 shares — an estimated $115K sold.

Rise Advisors first reported a position in C in Q4 2021 and held it in 15 quarters. The position peaked at $689K in Q2 2025. 2,459 funds tracked by Wall St. Rank hold C as of Q4 2025.

  • Rise Advisors reported no remaining Citigroup position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 1,131 Citigroup shares in Q4 2025, an estimated $115K.
  • Rise Advisors first reported a position in Citigroup in Q4 2021 and held it in 15 quarters.
  • Rise Advisors's Citigroup position peaked at $689K in Q2 2025.
  • 2,459 funds tracked by Wall St. Rank held Citigroup as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.