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SageView Advisory Group’s Citigroup C Stock Holding History

SageView Advisory Group’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 		$1.42M Buy
12,187
+796
+7% +$82.7K 0.05% 207
2025
Q3 		$1.16M Buy
11,391
+1,216
+12% +$115K 0.04% 250
2025
Q2 		$972K Buy
10,175
+604
+6% +$43.7K 0.04% 248
2025
Q1 		$679K Buy
9,571
+6
+0.1% +$458 0.03% 282
2024
Q4 		$673K Buy
9,565
+688
+8% +$46.4K 0.03% 288
2024
Q3 		$556K Sell
8,877
-4,950
-36% -$306K 0.03% 287
2024
Q2 		$877K Buy
13,827
+4,312
+45% +$266K 0.04% 245
2024
Q1 		$602K Sell
9,515
-4,846
-34% -$270K 0.03% 283
2023
Q4 		$820K Buy
14,361
+4,807
+50% +$213K 0.04% 290
2023
Q3 		$393K Sell
9,554
-1,574
-14% -$69.1K 0.02% 366
2023
Q2 		$512K Buy
+11,128
New +$521K 0.03% 351

Other funds holding C

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SageView Advisory Group's C Position: Q4 2025 in Review

SageView Advisory Group increased its Citigroup (C) stake by 7% in Q4 2025, buying an estimated $82.7K and bringing the position to 12,187 shares worth $1.42M. The position accounts for 0.05% of the portfolio, ranked #207.

SageView Advisory Group first reported a position in C in Q2 2023 and has held it in 11 quarters since. 2,454 funds tracked by Wall St. Rank hold C as of Q4 2025.

  • SageView Advisory Group held 12,187 shares of Citigroup worth $1.42M as of Q4 2025.
  • SageView Advisory Group bought 796 Citigroup shares in Q4 2025, an estimated $82.7K.
  • Citigroup made up 0.05% of SageView Advisory Group's portfolio in Q4 2025, its #207 holding.
  • SageView Advisory Group first reported a position in Citigroup in Q2 2023 and has held it in 11 quarters since.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.