Baron Wealth Management
C icon

Baron Wealth Management’s Citigroup C Stock Holding History

Baron Wealth Management’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 		$561K Buy
4,332
+75
+2% +$10.1K 0.14% 105
2026
Q2 		$596K Buy
4,257
+52
+1% +$6.77K 0.15% 94
2026
Q1 		$477K Sell
4,205
-8
-0.2% -$911 0.14% 110
2025
Q4 		$492K Buy
4,213
+848
+25% +$88.1K 0.15% 102
2025
Q3 		$341K Buy
3,365
+78
+2% +$7.4K 0.11% 133
2025
Q2 		$280K Buy
+3,287
New +$238K 0.1% 151

Other funds holding C

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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Baron Wealth Management's C Position: Q3 2026 in Review

Baron Wealth Management increased its Citigroup (C) stake by 1.8% in Q3 2026, buying an estimated $10.1K and bringing the position to 4,332 shares worth $561K. The position accounts for 0.14% of the portfolio, ranked #105.

Baron Wealth Management first reported a position in C in Q2 2025 and has held it in 6 quarters since. The position peaked at $596K in Q2 2026. 1,509 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Baron Wealth Management held 4,332 shares of Citigroup worth $561K as of Q3 2026.
  • Baron Wealth Management bought 75 Citigroup shares in Q3 2026, an estimated $10.1K.
  • Citigroup made up 0.14% of Baron Wealth Management's portfolio in Q3 2026, its #105 holding.
  • Baron Wealth Management first reported a position in Citigroup in Q2 2025 and has held it in 6 quarters since.
  • Baron Wealth Management's Citigroup position peaked at $596K in Q2 2026.
  • 1,509 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.