Waratah Capital Advisors’s Citigroup C Stock Holding History

Waratah Capital Advisors’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	-35,000	Closed	-$2.98M	–	192
2025 Q2	$2.98M	Buy	+35,000	New	+$2.53M	0.08%	123

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

Waratah Capital Advisors's C Position: Q4 2025 in Review

Waratah Capital Advisors sold out of Citigroup (C) in Q4 2025, closing a stake of 37,924 shares — an estimated $3.85M sold.

Waratah Capital Advisors first reported a position in C in Q4 2013 and held it in 8 quarters. The position peaked at $6.42M in Q4 2024. 2,453 funds tracked by Wall St. Rank hold C as of Q4 2025.

Waratah Capital Advisors reported no remaining Citigroup position as of Q4 2025 after selling out during the quarter.
Waratah Capital Advisors sold 37,924 Citigroup shares in Q4 2025, an estimated $3.85M.
Waratah Capital Advisors first reported a position in Citigroup in Q4 2013 and held it in 8 quarters.
Waratah Capital Advisors's Citigroup position peaked at $6.42M in Q4 2024.
2,453 funds tracked by Wall St. Rank held Citigroup as of Q4 2025.

Based on Waratah Capital Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.