Valley Forge Investment Consultants’s Citigroup C Stock Holding History

Valley Forge Investment Consultants’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	–	Sell	-270	Closed	-$23K	–	87
2025 Q2	$23K	Hold	270	–	–	0.01%	86
2025 Q1	$19.2K	Buy	270 +1	+0.4%	+$76	0.01%	80
2024 Q4	$18.9K	Hold	269	–	–	0.01%	80
2024 Q3	$16.8K	Buy	269 +37	+16%	+$2.29K	0.01%	80
2024 Q2	$14.7K	Hold	232	–	–	0.01%	80
2024 Q1	$14.7K	Hold	232	–	–	0.01%	81
2023 Q4	$11.9K	Hold	232	–	–	0.01%	78
2023 Q3	$9.54K	Buy	232 +1	+0.4%	+$44	﹤0.01%	79
2023 Q2	$10.6K	Hold	231	–	–	0.01%	69
2023 Q1	$10.8K	Sell	231 -19	-8%	-$932	0.01%	70
2022 Q4	$11.3K	Hold	250	–	–	0.01%	74
2022 Q3	$10K	Buy	250 +15	+6%	+$741	0.01%	79
2022 Q2	$11K	Sell	235 -100	-30%	-$5K	0.01%	78
2022 Q1	$18K	Sell	335 -200	-37%	-$12.4K	0.01%	82
2021 Q4	$32K	Buy	535 +265	+98%	+$17.6K	0.01%	75
2021 Q3	$19K	Buy	270 +35	+15%	+$2.45K	0.01%	72
2021 Q2	$17K	Hold	235	–	–	0.01%	73
2021 Q1	$17K	Sell	235 -21	-8%	-$1.4K	0.01%	65
2020 Q4	$16K	Buy	+256	New	+$13K	0.01%	62

Other funds holding C

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

Valley Forge Investment Consultants's C Position: Q3 2025 in Review

Valley Forge Investment Consultants sold out of Citigroup (C) in Q3 2025, closing a stake of 270 shares — an estimated $23K sold.

Valley Forge Investment Consultants first reported a position in C in Q4 2020 and held it in 19 quarters. The position peaked at $32K in Q4 2021. 2,220 funds tracked by Wall St. Rank hold C as of Q3 2025.

Valley Forge Investment Consultants reported no remaining Citigroup position as of Q3 2025 after selling out during the quarter.
Valley Forge Investment Consultants sold 270 Citigroup shares in Q3 2025, an estimated $23K.
Valley Forge Investment Consultants first reported a position in Citigroup in Q4 2020 and held it in 19 quarters.
Valley Forge Investment Consultants's Citigroup position peaked at $32K in Q4 2021.
2,220 funds tracked by Wall St. Rank held Citigroup as of Q3 2025.

Based on Valley Forge Investment Consultants's 13F filing for Q3 2025, filed 17 Oct 2025.