BLFG
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Brian Low Financial Group’s Citigroup C Stock Holding History

Brian Low Financial Group’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 		$2.02M Buy
14,455
+1,110
+8% +$144K 1.18% 24
2026
Q1 		$1.51M Buy
13,345
+229
+2% +$26.1K 1.03% 29
2025
Q4 		$1.53M Buy
13,116
+846
+7% +$87.9K 1.08% 25
2025
Q3 		$1.25M Buy
12,270
+2,516
+26% +$239K 0.97% 27
2025
Q2 		$830K Buy
+9,754
New +$705K 0.78% 41

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

Brian Low Financial Group's C Position: Q2 2026 in Review

Brian Low Financial Group increased its Citigroup (C) stake by 8.3% in Q2 2026, buying an estimated $144K and bringing the position to 14,455 shares worth $2.02M. The position accounts for 1.18% of the portfolio, ranked #24.

Brian Low Financial Group first reported a position in C in Q2 2025 and has held it in 5 quarters since. 2,639 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Brian Low Financial Group held 14,455 shares of Citigroup worth $2.02M as of Q2 2026.
  • Brian Low Financial Group bought 1,110 Citigroup shares in Q2 2026, an estimated $144K.
  • Citigroup made up 1.18% of Brian Low Financial Group's portfolio in Q2 2026, its #24 holding.
  • Brian Low Financial Group first reported a position in Citigroup in Q2 2025 and has held it in 5 quarters since.
  • 2,639 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Brian Low Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.