Safe Harbor Fiduciary’s Citigroup C Stock Holding History

Safe Harbor Fiduciary’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	$8.51K	Hold	100	–	–	0.01%	167
2025 Q1	$7.1K	Buy	+100	New	+$7.63K	0.01%	151

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Safe Harbor Fiduciary's C Position: Q2 2025 in Review

Safe Harbor Fiduciary held its Citigroup (C) position steady in Q2 2025 at 100 shares worth $8.51K. The position accounts for 0.01% of the portfolio, ranked #167.

Safe Harbor Fiduciary first reported a position in C in Q1 2025 and has held it in 2 quarters since. 2,061 funds tracked by Wall St. Rank hold C as of Q2 2025.

Safe Harbor Fiduciary held 100 shares of Citigroup worth $8.51K as of Q2 2025.
Safe Harbor Fiduciary left its Citigroup share count unchanged in Q2 2025.
Citigroup made up 0.01% of Safe Harbor Fiduciary's portfolio in Q2 2025, its #167 holding.
Safe Harbor Fiduciary first reported a position in Citigroup in Q1 2025 and has held it in 2 quarters since.
2,061 funds tracked by Wall St. Rank held Citigroup as of Q2 2025.

Based on Safe Harbor Fiduciary's 13F filing for Q2 2025, filed 13 Aug 2025.