Birch Hill Investment Advisors’s Citigroup C Stock Holding History

Birch Hill Investment 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 Q2	$203K	Buy	+1,450	New	+$189K	0.01%	209
2018 Q1	–	Sell	-5,000	Closed	-$372K	–	143
2017 Q4	$372K	Sell	5,000 -10,000	-67%	-$739K	0.03%	110
2017 Q3	$1.09M	Sell	15,000 -10,000	-40%	-$683K	0.09%	77
2017 Q2	$1.67M	Sell	25,000 -40,000	-62%	-$2.45M	0.15%	66
2017 Q1	$3.89M	Buy	+65,000	New	+$3.84M	0.33%	49
2013 Q4	–	Sell	-6,546	Closed	-$318K	–	139
2013 Q3	$318K	Buy	+6,546	New	+$331K	0.04%	111

Other funds holding C

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Birch Hill Investment Advisors's C Position: Q2 2026 in Review

Birch Hill Investment Advisors opened a new position in Citigroup (C) in Q2 2026: 1,450 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #209 among its holdings. This is a return to the name: Birch Hill Investment Advisors previously reported a position in C as recently as Q4 2017.

Birch Hill Investment Advisors first reported a position in C in Q3 2013 and has held it in 6 quarters since. The position peaked at $3.89M in Q1 2017. 1,179 funds tracked by Wall St. Rank hold C as of Q2 2026.

Birch Hill Investment Advisors held 1,450 shares of Citigroup worth $203K as of Q2 2026.
Citigroup was a new Birch Hill Investment Advisors position in Q2 2026.
Citigroup made up 0.01% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #209 holding.
Birch Hill Investment Advisors first reported a position in Citigroup in Q3 2013 and has held it in 6 quarters since.
Birch Hill Investment Advisors's Citigroup position peaked at $3.89M in Q1 2017.
1,179 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.