Baron Financial Group
C icon

Baron Financial Group’s Citigroup C Stock Holding History

Baron Financial Group’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
Q3 		$1.01M Hold
7,809
– – 0.49% 34
2026
Q2 		$1.09M Buy
7,809
+2,109
+37% +$275K 0.52% 33
2026
Q1 		$646K Sell
5,700
-166
-3% -$18.9K 0.35% 36
2025
Q4 		$685K Buy
+5,866
New +$609K 0.37% 36
2021
Q3 		– Sell
-20
Closed -$1.42K – 227
2021
Q2 		$1.42K Hold
20
– – ﹤0.01% 224
2021
Q1 		$1.46K Hold
20
– – ﹤0.01% 227
2020
Q4 		$1.23K Hold
20
– – ﹤0.01% 238
2020
Q3 		$862 Buy
+20
New +$996 ﹤0.01% 262

Other funds holding C

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Baron Financial Group's C Position: Q3 2026 in Review

Baron Financial Group held its Citigroup (C) position steady in Q3 2026 at 7,809 shares worth $1.01M. The position accounts for 0.49% of the portfolio, ranked #34.

Baron Financial Group first reported a position in C in Q3 2020 and has held it in 8 quarters since. The position peaked at $1.09M in Q2 2026. 2,277 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Baron Financial Group held 7,809 shares of Citigroup worth $1.01M as of Q3 2026.
  • Baron Financial Group left its Citigroup share count unchanged in Q3 2026.
  • Citigroup made up 0.49% of Baron Financial Group's portfolio in Q3 2026, its #34 holding.
  • Baron Financial Group first reported a position in Citigroup in Q3 2020 and has held it in 8 quarters since.
  • Baron Financial Group's Citigroup position peaked at $1.09M in Q2 2026.
  • 2,277 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Baron Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.