SSIM
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Sheets Smith Investment Management’s Citigroup C Stock Holding History

Sheets Smith Investment Management’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 		$2.3M Buy
22,697
+554
+3% +$52.6K 1.49% 13
2025
Q2 		$1.88M Buy
+22,143
New +$1.6M 1.65% 14

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 $3.37T AUM 44.26% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sheets Smith Investment Management's C Position: Q3 2025 in Review

Sheets Smith Investment Management increased its Citigroup (C) stake by 2.5% in Q3 2025, buying an estimated $52.6K and bringing the position to 22,697 shares worth $2.3M. The position accounts for 1.49% of the portfolio, ranked #13.

Sheets Smith Investment Management first reported a position in C in Q2 2025 and has held it in 2 quarters since. 2,215 funds tracked by Wall St. Rank hold C as of Q3 2025.

  • Sheets Smith Investment Management held 22,697 shares of Citigroup worth $2.3M as of Q3 2025.
  • Sheets Smith Investment Management bought 554 Citigroup shares in Q3 2025, an estimated $52.6K.
  • Citigroup made up 1.49% of Sheets Smith Investment Management's portfolio in Q3 2025, its #13 holding.
  • Sheets Smith Investment Management first reported a position in Citigroup in Q2 2025 and has held it in 2 quarters since.
  • 2,215 funds tracked by Wall St. Rank held Citigroup as of Q3 2025.

Based on Sheets Smith Investment Management's 13F filing for Q3 2025, filed 8 Oct 2025.