Baltimore-Washington Financial Advisors’s Citigroup C Stock Holding History

Baltimore-Washington Financial 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
2026 Q2	$291K	Buy	2,078 +257	+14%	+$33.5K	0.01%	172
2026 Q1	$207K	Buy	+1,821	New	+$207K	0.01%	182
2020 Q1	–	Sell	-2,785	Closed	-$222K	–	115
2019 Q4	$222K	Buy	+2,785	New	+$206K	0.03%	110
2019 Q2	–	Sell	-4,926	Closed	-$306K	–	108
2019 Q1	$306K	Buy	+4,926	New	+$306K	0.05%	93
2018 Q4	–	Sell	-3,458	Closed	-$248K	–	96
2018 Q3	$248K	Buy	3,458 +103	+3%	+$7.28K	0.04%	91
2018 Q2	$224K	Hold	3,355	–	–	0.04%	86
2018 Q1	$226K	Sell	3,355 -5	-0.1%	-$376	0.05%	78
2017 Q4	$250K	Buy	+3,360	New	+$248K	0.05%	76
2015 Q4	–	Sell	-1	Closed	–	–	110
2015 Q3	$0	Buy	+1	New	+$55	﹤0.01%	271
2015 Q1	–	Sell	-865	Closed	-$47K	–	304
2014 Q4	$47K	Hold	865	–	–	0.01%	134
2014 Q3	$45K	Sell	865 -358	-29%	-$18K	0.01%	143
2014 Q2	$58K	Buy	1,223 +47	+4%	+$2.23K	0.02%	146
2014 Q1	$56K	Sell	1,176 -48	-4%	-$2.39K	0.02%	129
2013 Q4	$64K	Hold	1,224	–	–	0.02%	149
2013 Q3	$59K	Sell	1,224 -553	-31%	-$28K	0.02%	112
2013 Q2	$85K	Buy	+1,777	New	+$85.4K	0.04%	96

Other funds holding C

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baltimore-Washington Financial Advisors's C Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors increased its Citigroup (C) stake by 14% in Q2 2026, buying an estimated $33.5K and bringing the position to 2,078 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #172.

Baltimore-Washington Financial Advisors first reported a position in C in Q2 2013 and has held it in 16 quarters since. The position peaked at $306K in Q1 2019. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

Baltimore-Washington Financial Advisors held 2,078 shares of Citigroup worth $291K as of Q2 2026.
Baltimore-Washington Financial Advisors bought 257 Citigroup shares in Q2 2026, an estimated $33.5K.
Citigroup made up 0.01% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #172 holding.
Baltimore-Washington Financial Advisors first reported a position in Citigroup in Q2 2013 and has held it in 16 quarters since.
Baltimore-Washington Financial Advisors's Citigroup position peaked at $306K in Q1 2019.
2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.