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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
C
Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Baron Wealth Management's C Position: Q2 2026 in Review

Baron Wealth Management increased its Citigroup (C) stake by 1.2% in Q2 2026, buying an estimated $6.77K and bringing the position to 4,257 shares worth $596K. The position accounts for 0.15% of the portfolio, ranked #94.

Baron Wealth Management first reported a position in C in Q2 2025 and has held it in 5 quarters since. 903 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Baron Wealth Management held 4,257 shares of Citigroup worth $596K as of Q2 2026.
  • Baron Wealth Management bought 52 Citigroup shares in Q2 2026, an estimated $6.77K.
  • Citigroup made up 0.15% of Baron Wealth Management's portfolio in Q2 2026, its #94 holding.
  • Baron Wealth Management first reported a position in Citigroup in Q2 2025 and has held it in 5 quarters since.
  • 903 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.