Tucker Asset Management’s Citigroup C Stock Holding History

Tucker Asset 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	$131K	Buy	+1,119	New	+$116K	0.04%	159
2025 Q1	–	Sell	-1,095	Closed	-$77.1K	–	396
2024 Q4	$77.1K	Buy	1,095 +95	+10%	+$6.4K	0.01%	286
2024 Q3	$62.6K	Hold	1,000	–	–	0.01%	302
2024 Q2	$63.5K	Hold	1,000	–	–	0.01%	352
2024 Q1	$63.2K	Hold	1,000	–	–	0.01%	384
2023 Q4	$51.4K	Hold	1,000	–	–	0.01%	334
2023 Q3	$41.1K	Hold	1,000	–	–	0.01%	371
2023 Q2	$46K	Hold	1,000	–	–	0.01%	276
2023 Q1	$46.9K	Hold	1,000	–	–	0.01%	257
2022 Q4	$45.2K	Hold	1,000	–	–	0.01%	154
2022 Q3	$45.9K	Hold	1,000	–	–	0.02%	144
2022 Q2	$46K	Hold	1,000	–	–	0.01%	98
2022 Q1	$53.4K	Hold	1,000	–	–	0.02%	91
2021 Q4	$60.4K	Hold	1,000	–	–	0.02%	78
2021 Q3	$69.2K	Hold	1,000	–	–	0.02%	62
2021 Q2	$70.8K	Hold	1,000	–	–	0.03%	47
2021 Q1	$72.8K	Buy	1,000 +833	+499%	+$55.6K	0.04%	53
2020 Q4	$10.3K	Buy	+167	New	+$8.49K	0.01%	195

Other funds holding C

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

BlackRock New York $5.72T AUM 30.48% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tucker Asset Management's C Position: Q4 2025 in Review

Tucker Asset Management opened a new position in Citigroup (C) in Q4 2025: 1,119 shares worth $131K. The stake represents 0.04% of the portfolio and ranks #159 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in C as recently as Q4 2024.

Tucker Asset Management first reported a position in C in Q4 2020 and has held it in 18 quarters since. 2,453 funds tracked by Wall St. Rank hold C as of Q4 2025.

Tucker Asset Management held 1,119 shares of Citigroup worth $131K as of Q4 2025.
Citigroup was a new Tucker Asset Management position in Q4 2025.
Citigroup made up 0.04% of Tucker Asset Management's portfolio in Q4 2025, its #159 holding.
Tucker Asset Management first reported a position in Citigroup in Q4 2020 and has held it in 18 quarters since.
2,453 funds tracked by Wall St. Rank held Citigroup as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.