Stonegate Investment Group’s Citigroup C Stock Holding History

Stonegate Investment 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	$1.28M	Buy	12,615 +87	+0.7%	+$8.26K	0.03%	164
2025 Q2	$1.07M	Buy	12,528 +170	+1%	+$12.3K	0.03%	173
2025 Q1	$877K	Buy	12,358 +236	+2%	+$18K	0.02%	165
2024 Q4	$853K	Buy	12,122 +405	+3%	+$27.3K	0.02%	167
2024 Q3	$733K	Buy	11,717 +2,723	+30%	+$168K	0.02%	191
2024 Q2	$571K	Buy	8,994 +3,554	+65%	+$219K	0.02%	211
2024 Q1	$344K	Buy	+5,440	New	+$303K	0.01%	251
2023 Q2	–	Sell	-4,298	Closed	-$202K	–	350
2023 Q1	$202K	Sell	4,298 -1,142	-21%	-$56K	0.01%	293
2022 Q4	$246K	Sell	5,440 -5,003	-48%	-$227K	0.01%	266
2022 Q3	$435K	Sell	10,443 -278,541	-96%	-$13.8M	0.02%	193
2022 Q2	$13.3M	Buy	288,984 +9,141	+3%	+$457K	0.58%	40
2022 Q1	$14.9M	Buy	279,843 +4,638	+2%	+$286K	0.49%	37
2021 Q4	$16.6M	Buy	+275,205	New	+$18.3M	0.7%	36

Other funds holding C

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stonegate Investment Group's C Position: Q3 2025 in Review

Stonegate Investment Group increased its Citigroup (C) stake by 0.69% in Q3 2025, buying an estimated $8.26K and bringing the position to 12,615 shares worth $1.28M. The position accounts for 0.03% of the portfolio, ranked #164.

Stonegate Investment Group first reported a position in C in Q4 2021 and has held it in 13 quarters since. The position peaked at $16.6M in Q4 2021. 2,214 funds tracked by Wall St. Rank hold C as of Q3 2025.

Stonegate Investment Group held 12,615 shares of Citigroup worth $1.28M as of Q3 2025.
Stonegate Investment Group bought 87 Citigroup shares in Q3 2025, an estimated $8.26K.
Citigroup made up 0.03% of Stonegate Investment Group's portfolio in Q3 2025, its #164 holding.
Stonegate Investment Group first reported a position in Citigroup in Q4 2021 and has held it in 13 quarters since.
Stonegate Investment Group's Citigroup position peaked at $16.6M in Q4 2021.
2,214 funds tracked by Wall St. Rank held Citigroup as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.