Morton Brown Family Wealth’s Citigroup C Stock Holding History

Morton Brown Family Wealth’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	$17.6K	Buy	+126	New	+$16.4K	﹤0.01%	168
2025 Q3	–	Sell	-69	Closed	-$5.87K	–	276
2025 Q2	$5.87K	Sell	69 -20	-22%	-$1.45K	﹤0.01%	227
2025 Q1	$6.32K	Buy	89 +69	+345%	+$5.26K	﹤0.01%	220
2024 Q4	$1.41K	Hold	20	–	–	﹤0.01%	243
2024 Q3	$1.25K	Hold	20	–	–	﹤0.01%	237
2024 Q2	$1.3K	Buy	+20	New	+$1.23K	﹤0.01%	203
2022 Q3	–	Sell	-52	Closed	-$2K	–	224
2022 Q2	$2K	Buy	+52	New	+$2.6K	﹤0.01%	191

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Morton Brown Family Wealth's C Position: Q2 2026 in Review

Morton Brown Family Wealth opened a new position in Citigroup (C) in Q2 2026: 126 shares worth $17.6K. The stake represents ﹤0.01% of the portfolio and ranks #168 among its holdings. This is a return to the name: Morton Brown Family Wealth previously reported a position in C as recently as Q2 2025.

Morton Brown Family Wealth first reported a position in C in Q2 2022 and has held it in 7 quarters since. 2,648 funds tracked by Wall St. Rank hold C as of Q2 2026.

Morton Brown Family Wealth held 126 shares of Citigroup worth $17.6K as of Q2 2026.
Citigroup was a new Morton Brown Family Wealth position in Q2 2026.
Citigroup made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #168 holding.
Morton Brown Family Wealth first reported a position in Citigroup in Q2 2022 and has held it in 7 quarters since.
2,648 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.