Beacon Financial Advisory’s Citigroup C Stock Holding History

Beacon Financial Advisory’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	$962K	Buy	8,478 +274	+3%	+$31.2K	0.22%	123
2025 Q4	$957K	Sell	8,204 -186	-2%	-$19.3K	0.22%	119
2025 Q3	$852K	Sell	8,390 -13,332	-61%	-$1.27M	0.2%	143
2025 Q2	$1.85M	Buy	21,722 +442	+2%	+$31.9K	0.48%	43
2025 Q1	$1.51M	Sell	21,280 -85	-0.4%	-$6.48K	0.46%	44
2024 Q4	$1.5M	Buy	21,365 +320	+2%	+$21.6K	0.49%	46
2024 Q3	$1.32M	Buy	21,045 +81	+0.4%	+$5.01K	0.45%	53
2024 Q2	$1.33M	Buy	+20,964	New	+$1.29M	0.5%	45
2020 Q1	–	Sell	-4,306	Closed	-$344K	–	137
2019 Q4	$344K	Buy	+4,306	New	+$318K	0.29%	99

Other funds holding C

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beacon Financial Advisory's C Position: Q1 2026 in Review

Beacon Financial Advisory increased its Citigroup (C) stake by 3.3% in Q1 2026, buying an estimated $31.2K and bringing the position to 8,478 shares worth $962K. The position accounts for 0.22% of the portfolio, ranked #123.

Beacon Financial Advisory first reported a position in C in Q4 2019 and has held it in 9 quarters since. The position peaked at $1.85M in Q2 2025. 2,456 funds tracked by Wall St. Rank hold C as of Q1 2026.

Beacon Financial Advisory held 8,478 shares of Citigroup worth $962K as of Q1 2026.
Beacon Financial Advisory bought 274 Citigroup shares in Q1 2026, an estimated $31.2K.
Citigroup made up 0.22% of Beacon Financial Advisory's portfolio in Q1 2026, its #123 holding.
Beacon Financial Advisory first reported a position in Citigroup in Q4 2019 and has held it in 9 quarters since.
Beacon Financial Advisory's Citigroup position peaked at $1.85M in Q2 2025.
2,456 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.