SIC
C icon

Sage Investment Counsel’s Citigroup C Stock Holding History

Sage Investment Counsel’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
Q3 		– Sell
-2,450
Closed -$209K – 126
2025
Q2 		$209K Buy
+2,450
New +$177K 0.24% 101
2025
Q1 		– Sell
-3,666
Closed -$258K – 122
2024
Q4 		$258K Buy
+3,666
New +$247K 0.34% 87

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sage Investment Counsel's C Position: Q3 2025 in Review

Sage Investment Counsel sold out of Citigroup (C) in Q3 2025, closing a stake of 2,450 shares — an estimated $209K sold.

Sage Investment Counsel first reported a position in C in Q4 2024 and held it in 2 quarters. The position peaked at $258K in Q4 2024. 2,221 funds tracked by Wall St. Rank hold C as of Q3 2025.

  • Sage Investment Counsel reported no remaining Citigroup position as of Q3 2025 after selling out during the quarter.
  • Sage Investment Counsel sold 2,450 Citigroup shares in Q3 2025, an estimated $209K.
  • Sage Investment Counsel first reported a position in Citigroup in Q4 2024 and held it in 2 quarters.
  • Sage Investment Counsel's Citigroup position peaked at $258K in Q4 2024.
  • 2,221 funds tracked by Wall St. Rank held Citigroup as of Q3 2025.

Based on Sage Investment Counsel's 13F filing for Q3 2025, filed 21 Oct 2025.