Brian Low Financial Group
C icon

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
Q3 		$2.09M Buy
16,144
+1,689
+12% +$227K 1.17% 25
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

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
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
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Brian Low Financial Group's C Position: Q3 2026 in Review

Brian Low Financial Group increased its Citigroup (C) stake by 12% in Q3 2026, buying an estimated $227K and bringing the position to 16,144 shares worth $2.09M. The position accounts for 1.17% of the portfolio, ranked #25.

Brian Low Financial Group first reported a position in C in Q2 2025 and has held it in 6 quarters since. 1,616 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Brian Low Financial Group held 16,144 shares of Citigroup worth $2.09M as of Q3 2026.
  • Brian Low Financial Group bought 1,689 Citigroup shares in Q3 2026, an estimated $227K.
  • Citigroup made up 1.17% of Brian Low Financial Group's portfolio in Q3 2026, its #25 holding.
  • Brian Low Financial Group first reported a position in Citigroup in Q2 2025 and has held it in 6 quarters since.
  • 1,616 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Brian Low Financial Group's 13F filing for Q3 2026, filed 28 Oct 2026.