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Bedell Frazier Investment Counselling’s Citigroup C Stock Holding History

Bedell Frazier Investment Counselling’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
Q1 		$9.8M Buy
86,428
+6,686
+8% +$761K 1.98% 15
2025
Q4 		$9.31M Buy
79,742
+3,726
+5% +$387K 1.8% 14
2025
Q3 		$7.72M Buy
76,016
+33,147
+77% +$3.15M 1.59% 22
2025
Q2 		$3.65M Sell
42,869
-12
-0% -$867 0.92% 35
2025
Q1 		$3.04M Buy
+42,881
New +$3.27M 0.77% 39

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bedell Frazier Investment Counselling's C Position: Q1 2026 in Review

Bedell Frazier Investment Counselling increased its Citigroup (C) stake by 8.4% in Q1 2026, buying an estimated $761K and bringing the position to 86,428 shares worth $9.8M. The position accounts for 1.98% of the portfolio, ranked #15.

Bedell Frazier Investment Counselling first reported a position in C in Q1 2025 and has held it in 5 quarters since. 2,460 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Bedell Frazier Investment Counselling held 86,428 shares of Citigroup worth $9.8M as of Q1 2026.
  • Bedell Frazier Investment Counselling bought 6,686 Citigroup shares in Q1 2026, an estimated $761K.
  • Citigroup made up 1.98% of Bedell Frazier Investment Counselling's portfolio in Q1 2026, its #15 holding.
  • Bedell Frazier Investment Counselling first reported a position in Citigroup in Q1 2025 and has held it in 5 quarters since.
  • 2,460 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2026, filed 15 May 2026.