Brandywine Oak Private Wealth
C icon

Brandywine Oak Private Wealth’s Citigroup C Stock Holding History

Brandywine Oak Private Wealth’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 		$217K Sell
1,672
-41
-2% -$5.52K 0.02% 228
2026
Q2 		$240K Buy
+1,713
New +$223K 0.02% 223
2023
Q3 		– Sell
-6,022
Closed -$277K – 231
2023
Q2 		$277K Sell
6,022
-119
-2% -$5.57K 0.03% 209
2023
Q1 		$288K Sell
6,141
-136
-2% -$6.67K 0.03% 202
2022
Q4 		$284K Sell
6,277
-87
-1% -$3.95K 0.04% 206
2022
Q3 		$265K Sell
6,364
-10
-0.2% -$494 0.04% 220
2022
Q2 		$293K Sell
6,374
-54
-0.8% -$2.7K 0.04% 248
2022
Q1 		$343K Buy
6,428
+94
+1% +$5.81K 0.04% 235
2021
Q4 		$382K Sell
6,334
-197
-3% -$13.1K 0.04% 225
2021
Q3 		$458K Buy
6,531
+200
+3% +$14K 0.05% 202
2021
Q2 		$447K Buy
6,331
+30
+0.5% +$2.22K 0.05% 201
2021
Q1 		$458K Buy
6,301
+36
+0.6% +$2.4K 0.07% 154
2020
Q4 		$386K Sell
6,265
-1,941
-24% -$98.7K 0.06% 166
2020
Q3 		$353K Sell
8,206
-610
-7% -$30.4K 0.06% 171
2020
Q2 		$450K Sell
8,816
-2,406
-21% -$114K 0.08% 144
2020
Q1 		$472K Buy
11,222
+954
+9% +$64K 0.1% 114
2019
Q4 		$820K Sell
10,268
-49
-0.5% -$3.62K 0.15% 79
2019
Q3 		$712K Buy
10,317
+490
+5% +$33.3K 0.13% 82
2019
Q2 		$688K Buy
9,827
+1,994
+25% +$133K 0.14% 83
2019
Q1 		$487K Hold
7,833
– – 0.1% 104
2018
Q4 		$407K Buy
+7,833
New +$496K 0.09% 111

Other funds holding C

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Brandywine Oak Private Wealth's C Position: Q3 2026 in Review

Brandywine Oak Private Wealth reduced its Citigroup (C) stake by 2.4% in Q3 2026, selling an estimated $5.52K and leaving 1,672 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #228.

Brandywine Oak Private Wealth first reported a position in C in Q4 2018 and has held it in 21 quarters since. The position peaked at $820K in Q4 2019. 1,743 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Brandywine Oak Private Wealth held 1,672 shares of Citigroup worth $217K as of Q3 2026.
  • Brandywine Oak Private Wealth sold 41 Citigroup shares in Q3 2026, an estimated $5.52K.
  • Citigroup made up 0.02% of Brandywine Oak Private Wealth's portfolio in Q3 2026, its #228 holding.
  • Brandywine Oak Private Wealth first reported a position in Citigroup in Q4 2018 and has held it in 21 quarters since.
  • Brandywine Oak Private Wealth's Citigroup position peaked at $820K in Q4 2019.
  • 1,743 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.