BFP
C icon

Birchwood Financial Partners’s Citigroup C Stock Holding History

Birchwood Financial Partners’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 		$1.26K Hold
9
– – ﹤0.01% 341
2026
Q1 		$1.02K Sell
9
-3
-25% -$342 ﹤0.01% 338
2025
Q4 		$1.4K Buy
+12
New +$1.25K ﹤0.01% 343

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

Birchwood Financial Partners's C Position: Q2 2026 in Review

Birchwood Financial Partners held its Citigroup (C) position steady in Q2 2026 at 9 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

Birchwood Financial Partners first reported a position in C in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.4K in Q4 2025. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Birchwood Financial Partners held 9 shares of Citigroup worth $1.26K as of Q2 2026.
  • Birchwood Financial Partners left its Citigroup share count unchanged in Q2 2026.
  • Citigroup made up ﹤0.01% of Birchwood Financial Partners's portfolio in Q2 2026, its #341 holding.
  • Birchwood Financial Partners first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's Citigroup position peaked at $1.4K in Q4 2025.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.