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Brown Financial Advisors’s Citigroup C Stock Holding History

Brown Financial Advisors’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 		$520K Sell
4,582
-558
-11% -$63.5K 0.2% 104
2025
Q4 		$600K Buy
+5,140
New +$534K 0.22% 99

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Brown Financial Advisors's C Position: Q1 2026 in Review

Brown Financial Advisors reduced its Citigroup (C) stake by 11% in Q1 2026, selling an estimated $63.5K and leaving 4,582 shares worth $520K. The position accounts for 0.2% of the portfolio, ranked #104.

Brown Financial Advisors first reported a position in C in Q4 2025 and has held it in 2 quarters since. The position peaked at $600K in Q4 2025. 2,466 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Brown Financial Advisors held 4,582 shares of Citigroup worth $520K as of Q1 2026.
  • Brown Financial Advisors sold 558 Citigroup shares in Q1 2026, an estimated $63.5K.
  • Citigroup made up 0.2% of Brown Financial Advisors's portfolio in Q1 2026, its #104 holding.
  • Brown Financial Advisors first reported a position in Citigroup in Q4 2025 and has held it in 2 quarters since.
  • Brown Financial Advisors's Citigroup position peaked at $600K in Q4 2025.
  • 2,466 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.