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Sonora Investment Management Group’s Citigroup C Stock Holding History

Sonora Investment Management 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
Q3 		$288K Buy
2,836
+54
+2% +$5.12K 0.02% 230
2025
Q2 		$237K Sell
2,782
-658
-19% -$47.6K 0.02% 246
2025
Q1 		$244K Buy
3,440
+1
+0% +$76 0.02% 240
2024
Q4 		$242K Sell
3,439
-383
-10% -$25.8K 0.02% 242
2024
Q3 		$239K Buy
+3,822
New +$236K 0.02% 246

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
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 $295B AUM 31.6% 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

Sonora Investment Management Group's C Position: Q3 2025 in Review

Sonora Investment Management Group increased its Citigroup (C) stake by 1.9% in Q3 2025, buying an estimated $5.12K and bringing the position to 2,836 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #230.

Sonora Investment Management Group first reported a position in C in Q3 2024 and has held it in 5 quarters since. 2,215 funds tracked by Wall St. Rank hold C as of Q3 2025.

  • Sonora Investment Management Group held 2,836 shares of Citigroup worth $288K as of Q3 2025.
  • Sonora Investment Management Group bought 54 Citigroup shares in Q3 2025, an estimated $5.12K.
  • Citigroup made up 0.02% of Sonora Investment Management Group's portfolio in Q3 2025, its #230 holding.
  • Sonora Investment Management Group first reported a position in Citigroup in Q3 2024 and has held it in 5 quarters since.
  • 2,215 funds tracked by Wall St. Rank held Citigroup as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.