BFG
C icon

Beacon Financial Group’s Citigroup C Stock Holding History

Beacon Financial Group’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 		$376K Buy
2,685
+340
+14% +$44.3K 0.03% 284
2026
Q1 		$266K Buy
2,345
+70
+3% +$7.97K 0.03% 307
2025
Q4 		$265K Buy
+2,275
New +$236K 0.03% 305
2018
Q2 		– Sell
-3,712
Closed -$251K – 193
2018
Q1 		$251K Buy
+3,712
New +$279K 0.04% 192
2014
Q4 		– Sell
-9,268
Closed -$482K – 189
2014
Q3 		$482K Sell
9,268
-100
-1% -$5.03K 0.1% 123
2014
Q2 		$442K Buy
9,368
+379
+4% +$18K 0.1% 124
2014
Q1 		$425K Buy
+8,989
New +$448K 0.09% 123

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beacon Financial Group's C Position: Q2 2026 in Review

Beacon Financial Group increased its Citigroup (C) stake by 14% in Q2 2026, buying an estimated $44.3K and bringing the position to 2,685 shares worth $376K. The position accounts for 0.03% of the portfolio, ranked #284.

Beacon Financial Group first reported a position in C in Q1 2014 and has held it in 7 quarters since. The position peaked at $482K in Q3 2014. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Beacon Financial Group held 2,685 shares of Citigroup worth $376K as of Q2 2026.
  • Beacon Financial Group bought 340 Citigroup shares in Q2 2026, an estimated $44.3K.
  • Citigroup made up 0.03% of Beacon Financial Group's portfolio in Q2 2026, its #284 holding.
  • Beacon Financial Group first reported a position in Citigroup in Q1 2014 and has held it in 7 quarters since.
  • Beacon Financial Group's Citigroup position peaked at $482K in Q3 2014.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.