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TruNorth Capital Management’s Citigroup C Stock Holding History

TruNorth Capital 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
-400
Closed -$40.6K – 155
2025
Q3 		$40.6K Hold
400
– – 0.01% 217
2025
Q2 		$34K Sell
400
-181
-31% -$13.1K 0.01% 201
2025
Q1 		$41.2K Hold
581
– – 0.01% 233
2024
Q4 		$40.9K Sell
581
-365
-39% -$24.6K 0.01% 168
2024
Q3 		$59.2K Buy
946
+900
+1,957% +$55.7K 0.02% 137
2024
Q2 		$2.92K Sell
46
-108
-70% -$6.66K ﹤0.01% 306
2024
Q1 		$9.74K Buy
+154
New +$8.57K ﹤0.01% 178

Other funds holding C

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TruNorth Capital Management's C Position: Q4 2025 in Review

TruNorth Capital Management sold out of Citigroup (C) in Q4 2025, closing a stake of 400 shares — an estimated $40.6K sold.

TruNorth Capital Management first reported a position in C in Q1 2024 and held it in 7 quarters. The position peaked at $59.2K in Q3 2024. 2,454 funds tracked by Wall St. Rank hold C as of Q4 2025.

  • TruNorth Capital Management reported no remaining Citigroup position as of Q4 2025 after selling out during the quarter.
  • TruNorth Capital Management sold 400 Citigroup shares in Q4 2025, an estimated $40.6K.
  • TruNorth Capital Management first reported a position in Citigroup in Q1 2024 and held it in 7 quarters.
  • TruNorth Capital Management's Citigroup position peaked at $59.2K in Q3 2024.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.