Scott Marsh Financial’s Citigroup C Stock Holding History

Scott Marsh Financial’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	$1.44M	Buy	+16,900	New	+$1.22M	0.53%	49

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

Scott Marsh Financial's C Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in Citigroup (C) in Q2 2025: 16,900 shares worth $1.44M. The stake represents 0.53% of the portfolio and ranks #49 among its holdings.

2,060 funds tracked by Wall St. Rank hold C as of Q2 2025.

Scott Marsh Financial held 16,900 shares of Citigroup worth $1.44M as of Q2 2025.
Citigroup was a new Scott Marsh Financial position in Q2 2025.
Citigroup made up 0.53% of Scott Marsh Financial's portfolio in Q2 2025, its #49 holding.
2,060 funds tracked by Wall St. Rank held Citigroup as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.