BFG
C icon

Birch Financial Group’s Citigroup C Stock Holding History

Birch 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 		$871K Buy
6,221
+201
+3% +$26.2K 0.45% 50
2026
Q1 		$683K Buy
6,020
+50
+0.8% +$5.69K 0.4% 56
2025
Q4 		$697K Buy
5,970
+6
+0.1% +$623 0.4% 55
2025
Q3 		$605K Buy
5,964
+1,289
+28% +$122K 0.36% 58
2025
Q2 		$398K Buy
4,675
+27
+0.6% +$1.95K 0.32% 69
2025
Q1 		$330K Buy
4,648
+32
+0.7% +$2.44K 0.29% 77
2024
Q4 		$325K Buy
+4,616
New +$311K 0.37% 62

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Birch Financial Group increased its Citigroup (C) stake by 3.3% in Q2 2026, buying an estimated $26.2K and bringing the position to 6,221 shares worth $871K. The position accounts for 0.45% of the portfolio, ranked #50.

Birch Financial Group first reported a position in C in Q4 2024 and has held it in 7 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Birch Financial Group held 6,221 shares of Citigroup worth $871K as of Q2 2026.
  • Birch Financial Group bought 201 Citigroup shares in Q2 2026, an estimated $26.2K.
  • Citigroup made up 0.45% of Birch Financial Group's portfolio in Q2 2026, its #50 holding.
  • Birch Financial Group first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.