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Bell & Brown Wealth Advisors’s Citigroup C Stock Holding History

Bell & Brown Wealth Advisors’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 		$3.59M Buy
31,660
+5
+0% +$569 1.16% 36
2025
Q4 		$3.69M Buy
31,655
+987
+3% +$102K 1.19% 34
2025
Q3 		$3.11M Sell
30,668
-301
-1% -$28.6K 1.02% 37
2025
Q2 		$2.64M Buy
30,969
+156
+0.5% +$11.3K 0.94% 40
2025
Q1 		$2.19M Buy
30,813
+1,887
+7% +$144K 0.85% 43
2024
Q4 		$2.04M Buy
28,926
+1,607
+6% +$108K 0.76% 46
2024
Q3 		$1.71M Buy
27,319
+459
+2% +$28.4K 0.67% 47
2024
Q2 		$1.7M Buy
26,860
+1,207
+5% +$74.4K 0.65% 47
2024
Q1 		$1.62M Sell
25,653
-292
-1% -$16.2K 0.69% 48
2023
Q4 		$1.33M Buy
+25,945
New +$1.15M 0.62% 50
2023
Q2 		$1.3M Buy
28,200
+1,807
+7% +$84.6K 0.65% 49
2023
Q1 		$1.24M Buy
26,393
+627
+2% +$30.8K 0.66% 49
2022
Q4 		$1.17M Sell
25,766
-9,564
-27% -$434K 0.64% 49
2022
Q3 		$1.47M Buy
35,330
+2,370
+7% +$117K 0.91% 47
2022
Q2 		$1.52M Buy
32,960
+1,182
+4% +$59.1K 0.81% 49
2022
Q1 		$1.7M Buy
31,778
+314
+1% +$19.4K 0.77% 48
2021
Q4 		$2.13M Buy
31,464
+4,767
+18% +$317K 1.03% 44
2021
Q3 		$1.87M Buy
+26,697
New +$1.87M 1.01% 41
2020
Q3 		$1M Buy
23,054
+4,533
+24% +$226K 0.72% 47
2020
Q2 		$948K Buy
18,521
+2,352
+15% +$112K 0.74% 47
2020
Q1 		$713K Sell
16,169
-111
-0.7% -$7.45K 0.66% 48
2019
Q4 		$1.31M Sell
16,280
-72
-0.4% -$5.32K 0.98% 39
2019
Q3 		$1.12M Buy
16,352
+485
+3% +$33K 0.92% 46
2019
Q2 		$1.11M Buy
15,867
+44
+0.3% +$2.94K 0.98% 43
2019
Q1 		$985K Buy
15,823
+368
+2% +$22.9K 0.9% 51
2018
Q4 		$805K Buy
15,455
+1,188
+8% +$75.2K 0.86% 48
2018
Q3 		$934K Buy
14,267
+1,070
+8% +$75.6K 0.87% 47
2018
Q2 		$883K Buy
13,197
+1,153
+10% +$79.4K 0.87% 47
2018
Q1 		$820K Buy
12,044
+54
+0.5% +$4.06K 0.86% 50
2017
Q4 		$892K Buy
+11,990
New +$887K 0.92% 46

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $295B AUM 31.6% 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

Bell & Brown Wealth Advisors's C Position: Q1 2026 in Review

Bell & Brown Wealth Advisors increased its Citigroup (C) stake by 0.02% in Q1 2026, buying an estimated $569 and bringing the position to 31,660 shares worth $3.59M. The position accounts for 1.16% of the portfolio, ranked #36.

Bell & Brown Wealth Advisors first reported a position in C in Q4 2017 and has held it in 30 quarters since. The position peaked at $3.69M in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Bell & Brown Wealth Advisors held 31,660 shares of Citigroup worth $3.59M as of Q1 2026.
  • Bell & Brown Wealth Advisors bought 5 Citigroup shares in Q1 2026, an estimated $569.
  • Citigroup made up 1.16% of Bell & Brown Wealth Advisors's portfolio in Q1 2026, its #36 holding.
  • Bell & Brown Wealth Advisors first reported a position in Citigroup in Q4 2017 and has held it in 30 quarters since.
  • Bell & Brown Wealth Advisors's Citigroup position peaked at $3.69M in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.