BFG
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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Baron Financial Group's C Position: Q2 2026 in Review

Baron Financial Group increased its Citigroup (C) stake by 37% in Q2 2026, buying an estimated $275K and bringing the position to 7,809 shares worth $1.09M. The position accounts for 0.52% of the portfolio, ranked #33.

Baron Financial Group first reported a position in C in Q3 2020 and has held it in 7 quarters since. 533 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Baron Financial Group held 7,809 shares of Citigroup worth $1.09M as of Q2 2026.
  • Baron Financial Group bought 2,109 Citigroup shares in Q2 2026, an estimated $275K.
  • Citigroup made up 0.52% of Baron Financial Group's portfolio in Q2 2026, its #33 holding.
  • Baron Financial Group first reported a position in Citigroup in Q3 2020 and has held it in 7 quarters since.
  • 533 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Baron Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.