Stonegate Management’s Citigroup C Stock Holding History

Stonegate 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 Q4	–	Sell	-2,133	Closed	-$217K	–	13
2025 Q3	$217K	Buy	+2,133	New	+$202K	0.14%	57

Other funds holding C

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stonegate Management's C Position: Q4 2025 in Review

Stonegate Management sold out of Citigroup (C) in Q4 2025, closing a stake of 2,133 shares — an estimated $217K sold.

Stonegate Management first reported a position in C in Q3 2025 and held it in 1 quarter. The position peaked at $217K in Q3 2025. 2,459 funds tracked by Wall St. Rank hold C as of Q4 2025.

Stonegate Management reported no remaining Citigroup position as of Q4 2025 after selling out during the quarter.
Stonegate Management sold 2,133 Citigroup shares in Q4 2025, an estimated $217K.
Stonegate Management first reported a position in Citigroup in Q3 2025 and held it in 1 quarter.
Stonegate Management's Citigroup position peaked at $217K in Q3 2025.
2,459 funds tracked by Wall St. Rank held Citigroup as of Q4 2025.

Based on Stonegate Management's 13F filing for Q4 2025.