Birchbrook
C icon

Birchbrook’s Citigroup C Stock Holding History

Birchbrook’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
Q3 		$1.02M Sell
7,914
-61
-0.8% -$8.22K 0.49% 38
2026
Q2 		$1.12M Sell
7,975
-7,968
-50% -$1.04M 0.52% 35
2026
Q1 		$1.81M Sell
15,943
-671
-4% -$76.4K 0.89% 25
2025
Q4 		$1.94M Sell
16,614
-750
-4% -$77.9K 0.97% 22
2025
Q3 		$1.76M Sell
17,364
-739
-4% -$70.1K 0.91% 23
2025
Q2 		$1.54M Buy
18,103
+34
+0.2% +$2.46K 0.83% 27
2025
Q1 		$1.28M Sell
18,069
-917
-5% -$69.9K 0.72% 31
2024
Q4 		$1.34M Sell
18,986
-591
-3% -$39.8K 0.76% 31
2024
Q3 		$1.23M Sell
19,577
-7,340
-27% -$454K 0.68% 34
2024
Q2 		$1.71M Sell
26,917
-2,051
-7% -$126K 1.02% 21
2024
Q1 		$1.83M Sell
28,968
-3,996
-12% -$222K 1.09% 21
2023
Q4 		$1.7M Buy
+32,964
New +$1.46M 1.12% 21

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Birchbrook's C Position: Q3 2026 in Review

Birchbrook reduced its Citigroup (C) stake by 0.76% in Q3 2026, selling an estimated $8.22K and leaving 7,914 shares worth $1.02M. The position accounts for 0.49% of the portfolio, ranked #38.

Birchbrook first reported a position in C in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.94M in Q4 2025. 1,070 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Birchbrook held 7,914 shares of Citigroup worth $1.02M as of Q3 2026.
  • Birchbrook sold 61 Citigroup shares in Q3 2026, an estimated $8.22K.
  • Citigroup made up 0.49% of Birchbrook's portfolio in Q3 2026, its #38 holding.
  • Birchbrook first reported a position in Citigroup in Q4 2023 and has held it in 12 quarters since.
  • Birchbrook's Citigroup position peaked at $1.94M in Q4 2025.
  • 1,070 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.