Beacon Financial Advisory
C icon

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
Q3 		$1.13M Buy
8,762
+331
+4% +$44.6K 0.21% 115
2026
Q2 		$1.18M Sell
8,431
-47
-0.6% -$6.12K 0.23% 112
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% +$32K 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

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Beacon Financial Advisory's C Position: Q3 2026 in Review

Beacon Financial Advisory increased its Citigroup (C) stake by 3.9% in Q3 2026, buying an estimated $44.6K and bringing the position to 8,762 shares worth $1.13M. The position accounts for 0.21% of the portfolio, ranked #115.

Beacon Financial Advisory first reported a position in C in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.85M in Q2 2025. 1,070 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Beacon Financial Advisory held 8,762 shares of Citigroup worth $1.13M as of Q3 2026.
  • Beacon Financial Advisory bought 331 Citigroup shares in Q3 2026, an estimated $44.6K.
  • Citigroup made up 0.21% of Beacon Financial Advisory's portfolio in Q3 2026, its #115 holding.
  • Beacon Financial Advisory first reported a position in Citigroup in Q4 2019 and has held it in 11 quarters since.
  • Beacon Financial Advisory's Citigroup position peaked at $1.85M in Q2 2025.
  • 1,070 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.