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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brian Low Financial Group's C Position: Q1 2026 in Review

Brian Low Financial Group increased its Citigroup (C) stake by 1.7% in Q1 2026, buying an estimated $26.1K and bringing the position to 13,345 shares worth $1.51M. The position accounts for 1.03% of the portfolio, ranked #29.

Brian Low Financial Group first reported a position in C in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.53M in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Brian Low Financial Group held 13,345 shares of Citigroup worth $1.51M as of Q1 2026.
  • Brian Low Financial Group bought 229 Citigroup shares in Q1 2026, an estimated $26.1K.
  • Citigroup made up 1.03% of Brian Low Financial Group's portfolio in Q1 2026, its #29 holding.
  • Brian Low Financial Group first reported a position in Citigroup in Q2 2025 and has held it in 4 quarters since.
  • Brian Low Financial Group's Citigroup position peaked at $1.53M in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Brian Low Financial Group's 13F filing for Q1 2026, filed 20 Apr 2026.