Citigroup
BTSG icon

Citigroup’s BrightSpring Health Services BTSG Stock Holding History

Citigroup’s Portfolio BTSG Stock Details BTSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.1M Buy
425,610
+132,230
+45% +$5.33M 0.01% 1123
2025
Q4 		$11M Buy
293,380
+103,023
+54% +$3.46M ﹤0.01% 1461
2025
Q3 		$5.63M Buy
190,357
+56,507
+42% +$1.31M ﹤0.01% 1890
2025
Q2 		$3.16M Sell
133,850
-144,494
-52% -$3.01M ﹤0.01% 2289
2025
Q1 		$5.04M Buy
278,344
+231,829
+498% +$4.55M ﹤0.01% 1889
2024
Q4 		$792K Buy
46,515
+7,668
+20% +$133K ﹤0.01% 3535
2024
Q3 		$570K Buy
38,847
+27,127
+231% +$340K ﹤0.01% 3646
2024
Q2 		$133K Buy
11,720
+2,393
+26% +$26.1K ﹤0.01% 4079
2024
Q1 		$101K Buy
+9,327
New +$93.3K ﹤0.01% 4289

Other funds holding BTSG

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Citigroup's BTSG Position: Q1 2026 in Review

Citigroup increased its BrightSpring Health Services (BTSG) stake by 45% in Q1 2026, buying an estimated $5.33M and bringing the position to 425,610 shares worth $18.1M. The position accounts for 0.01% of the portfolio, ranked #1123.

Citigroup first reported a position in BTSG in Q1 2024 and has held it in 9 quarters since. 335 funds tracked by Wall St. Rank hold BTSG as of Q1 2026.

  • Citigroup held 425,610 shares of BrightSpring Health Services worth $18.1M as of Q1 2026.
  • Citigroup bought 132,230 BrightSpring Health Services shares in Q1 2026, an estimated $5.33M.
  • BrightSpring Health Services made up 0.01% of Citigroup's portfolio in Q1 2026, its #1123 holding.
  • Citigroup first reported a position in BrightSpring Health Services in Q1 2024 and has held it in 9 quarters since.
  • 335 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.