BIG
C icon

Brookwood Investment Group’s Citigroup C Stock Holding History

Brookwood Investment 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 		$234K Sell
1,670
-631
-27% -$82.1K 0.03% 462
2026
Q1 		$261K Sell
2,301
-868
-27% -$98.8K 0.03% 425
2025
Q4 		$370K Sell
3,169
-6,952
-69% -$722K 0.04% 348
2025
Q3 		$1.03M Buy
10,121
+6,799
+205% +$645K 0.13% 141
2025
Q2 		$283K Buy
3,322
+105
+3% +$7.59K 0.05% 342
2025
Q1 		$228K Buy
+3,217
New +$245K 0.04% 363

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

Brookwood Investment Group's C Position: Q2 2026 in Review

Brookwood Investment Group reduced its Citigroup (C) stake by 27% in Q2 2026, selling an estimated $82.1K and leaving 1,670 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #462.

Brookwood Investment Group first reported a position in C in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.03M in Q3 2025. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Brookwood Investment Group held 1,670 shares of Citigroup worth $234K as of Q2 2026.
  • Brookwood Investment Group sold 631 Citigroup shares in Q2 2026, an estimated $82.1K.
  • Citigroup made up 0.03% of Brookwood Investment Group's portfolio in Q2 2026, its #462 holding.
  • Brookwood Investment Group first reported a position in Citigroup in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's Citigroup position peaked at $1.03M in Q3 2025.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.