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Citigroup shares owned by Morton Brown Family Wealth

Quarter-by-quarter ownership of Citigroup (C) shares owned by Morton Brown Family Wealth from 13F filings

Historical chart of Morton Brown Family Wealth investment in Citigroup

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All positions including Citigroup held by Morton Brown Family Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Citigroup by Morton Brown Family Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $18k 126 139.96
2025-06-30 $5.9k 69 85.12
2025-03-31 $6.3k 89 70.99
2024-12-31 $1.4k 20 70.40
2024-09-30 $1.3k 20 62.60
2024-06-30 $1.3k 20 64.90
2022-06-30 $2.0k 52 38.46

More positions owned by Morton Brown Family Wealth

Schwab U.s. Broad Market Etf Etf (SCHB)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Avantis International Small Cap Value Etf Etf (AVDV)
Ishares National Muni Bond Etf Etf (MUB)
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)
State Street Spdr S&p 500 Etf Etf (SPY)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Ishares Global Reit Etf Etf (REET)
Vanguard Total International Bond Etf Etf (BNDX)
Pimco Intermed Muni Bond Etf (MUNI)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Ishares Msci Eafe Etf Etf (EFA)

View all positions for Morton Brown Family Wealth

Top funds holding Citigroup

BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Capital World Investors
Fisher Investments
Franklin Resources
Vanguard Portfolio Management
FMR
Morgan Stanley
Bank of America Corporation
T. Rowe Price Associates
Jpmorgan Chase & Co
Bank of New York Mellon
Susquehanna International

View all funds holding Citigroup