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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Brandywine Oak Private Wealth's C Position: Q2 2026 in Review

Brandywine Oak Private Wealth opened a new position in Citigroup (C) in Q2 2026: 1,713 shares worth $240K. The stake represents 0.02% of the portfolio and ranks #223 among its holdings. This is a return to the name: Brandywine Oak Private Wealth previously reported a position in C as recently as Q2 2023.

Brandywine Oak Private Wealth first reported a position in C in Q4 2018 and has held it in 20 quarters since. The position peaked at $820K in Q4 2019. 725 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Brandywine Oak Private Wealth held 1,713 shares of Citigroup worth $240K as of Q2 2026.
  • Citigroup was a new Brandywine Oak Private Wealth position in Q2 2026.
  • Citigroup made up 0.02% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #223 holding.
  • Brandywine Oak Private Wealth first reported a position in Citigroup in Q4 2018 and has held it in 20 quarters since.
  • Brandywine Oak Private Wealth's Citigroup position peaked at $820K in Q4 2019.
  • 725 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.