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Citigroup shares owned by Shepherd Financial Partners

Quarter-by-quarter ownership of Citigroup (C) shares owned by Shepherd Financial Partners from 13F filings

Historical chart of Shepherd Financial Partners investment in Citigroup

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All positions including Citigroup held by Shepherd Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Citigroup by Shepherd Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $674k 6.6k 101.51
2025-06-30 $565k 6.6k 85.11
2025-03-31 $473k 6.7k 70.99
2024-12-31 $486k 6.9k 70.39
2024-09-30 $406k 6.5k 62.60
2024-06-30 $411k 6.5k 63.46
2024-03-31 $409k 6.5k 63.23
2023-12-31 $330k 6.4k 51.44
2023-09-30 $268k 6.5k 41.12
2023-06-30 $254k 5.5k 46.04
2023-03-31 $250k 5.3k 46.89
2022-12-31 $281k 6.2k 45.23
2022-09-30 $278k 6.7k 41.72
2022-06-30 $364k 7.9k 46.01
2022-03-31 $1.4M 27k 53.54
2021-12-31 $1.7M 29k 60.24
2021-09-30 $1.9M 28k 70.22
2021-06-30 $1.9M 27k 70.76
2021-03-31 $2.0M 27k 72.73
2020-12-31 $1.5M 25k 61.67
2020-09-30 $1.5M 28k 51.11
2020-06-30 $1.5M 28k 51.11
2020-03-31 $279k 6.7k 41.91
2019-12-31 $1.7M 21k 80.02
2019-09-30 $1.5M 21k 69.14
2019-06-30 $1.4M 20k 70.03
2019-03-31 $1.3M 20k 62.23
2018-12-31 $913k 18k 52.02
2018-09-30 $835k 13k 66.90
2018-06-30 $840k 13k 67.30
2018-03-31 $358k 5.3k 67.64
2017-12-31 $410k 5.5k 74.36
2017-09-30 $416k 5.5k 75.44
2017-06-30 $374k 5.5k 67.83
2017-03-31 $329k 5.5k 59.67
2016-12-31 $321k 5.3k 60.63

More positions owned by Shepherd Financial Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 100 Etf (OEF)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
NVIDIA Corporation (NVDA)

View all positions for Shepherd Financial Partners

Top funds holding Citigroup

BlackRock
Vanguard Group
State Street Corporation
Capital World Investors
Geode Capital Management
Fisher Investments
Franklin Resources
FMR
Bank of New York Mellon
Morgan Stanley
Susquehanna International
Citadel Advisors
Northern Trust
Jpmorgan Chase & Co
Massachusetts Financial Services

View all funds holding Citigroup