BFS
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Beacon Financial Strategies’s Citigroup C Stock Holding History

Beacon Financial Strategies’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 		$7K Hold
50
– – ﹤0.01% 176
2026
Q1 		$5.67K Hold
50
– – ﹤0.01% 148
2025
Q4 		$5.83K Buy
+50
New +$5.19K ﹤0.01% 153

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 Strategies's C Position: Q2 2026 in Review

Beacon Financial Strategies held its Citigroup (C) position steady in Q2 2026 at 50 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #176.

Beacon Financial Strategies first reported a position in C in Q4 2025 and has held it in 3 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Beacon Financial Strategies held 50 shares of Citigroup worth $7K as of Q2 2026.
  • Beacon Financial Strategies left its Citigroup share count unchanged in Q2 2026.
  • Citigroup made up ﹤0.01% of Beacon Financial Strategies's portfolio in Q2 2026, its #176 holding.
  • Beacon Financial Strategies first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.