Roberts Capital Advisors’s Citigroup C Stock Holding History

Roberts Capital 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	-4,077	Closed	-$414K	–	16
2025 Q3	$414K	Buy	+4,077	New	+$387K	0.46%	62

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 $295B AUM 31.6% 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

Roberts Capital Advisors's C Position: Q4 2025 in Review

Roberts Capital Advisors sold out of Citigroup (C) in Q4 2025, closing a stake of 4,077 shares — an estimated $414K sold.

Roberts Capital Advisors first reported a position in C in Q3 2025 and held it in 1 quarter. The position peaked at $414K in Q3 2025. 2,453 funds tracked by Wall St. Rank hold C as of Q4 2025.

Roberts Capital Advisors reported no remaining Citigroup position as of Q4 2025 after selling out during the quarter.
Roberts Capital Advisors sold 4,077 Citigroup shares in Q4 2025, an estimated $414K.
Roberts Capital Advisors first reported a position in Citigroup in Q3 2025 and held it in 1 quarter.
Roberts Capital Advisors's Citigroup position peaked at $414K in Q3 2025.
2,453 funds tracked by Wall St. Rank held Citigroup as of Q4 2025.

Based on Roberts Capital Advisors's 13F filing for Q4 2025.