C — CITIGROUP INC COM NEW

Ownership history in INSPIRE TRUST CO, N.A.  ·  9 quarters on record

AI Ownership Summary

INSPIRE TRUST CO, N.A. reported CITIGROUP INC COM NEW (C) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.48% in 2025 Q3. The latest visible filing shows C at 1.34% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this C ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was INSPIRE TRUST CO, N.A.'s position in CITIGROUP INC COM NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

C was reported at 1.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.48% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

C stock page INSPIRE TRUST CO, N.A. fund profile INSPIRE TRUST CO, N.A. full holdings
How INSPIRE TRUST CO, N.A. held C — position size vs. price
% of Fund (quarterly)    C price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 70,000 -10,000 -12.5% 1.34% $8.2M 2026-02-14 (Est.) $110.86
2025 Q3 UNCHANGED 80,000 — 0% 1.48% $8.1M 2025-11-10 $100.96
2025 Q2 UNCHANGED 80,000 — 0% 1.40% $6.8M 2025-08-14 $94.40
2025 Q1 UNCHANGED 80,000 — 0% 1.35% $5.7M 2025-05-13 $74.24
2024 Q4 ADDED 80,000 +2,494 +3.2% 1.44% $5.6M 2025-02-18 $82.49
2024 Q3 ADDED 77,506 +20,000 +34.8% 1.34% $4.9M 2024-12-02 $69.10
2024 Q2 ADDED 57,506 +20,500 +55.4% 1.20% $3.6M 2024-08-13 $55.79
2024 Q1 ADDED 37,006 +17,358 +88.3% 1.31% $2.3M 2024-05-15 $61.05
2023 Q4 INITIATED 19,648 — — 1.04% $1.0M 2024-02-15 $52.01

🏢 Other funds also holding C

As of 2026 Q1 — sorted by position size

Eastover Investment Advisors LLC 3Y 7Y 4.04% WealthBridge Investment Counsel Inc. 3Y 3.81% Viewpoint Capital Management LLC 3Y 3.11% Employees Provident Fund Board 2.87% Verde Servicos Internacionais S.A. 3Y 7Y 2.78% BOURGEON CAPITAL MANAGEMENT LLC 3Y 7Y 2.6% Massachusetts Wealth Management 3Y 2.53% Bank & Trust Co 2.47% Scott & Selber, Inc. 3Y 7Y 2.28% THOMPSON INVESTMENT MANAGEMENT, INC. 3Y 7Y 2.05%

FAQ About INSPIRE TRUST CO, N.A. and C

These are the practical questions this page is built to answer before you even open the full history table.

How long has INSPIRE TRUST CO, N.A. reported owning C?

INSPIRE TRUST CO, N.A. reported C across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported C position in INSPIRE TRUST CO, N.A.'s portfolio?

The largest reported portfolio weight for C was 1.48% in 2025 Q3.

What is the latest reported C position on this page?

The most recent filing on this page is 2025 Q4, when INSPIRE TRUST CO, N.A. reported 70,000 shares, equal to 1.34% of portfolio, with an estimated market value of $8.2M.

What does the chart on this C ownership page compare?

The chart compares INSPIRE TRUST CO, N.A.'s quarterly C portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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