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Beaird Harris Wealth Management’s Citigroup C Stock Holding History

Beaird Harris Wealth Management’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 		$83.1K Hold
594
– – 0.01% 223
2026
Q1 		$67.4K Sell
594
-155
-21% -$17.7K ﹤0.01% 218
2025
Q4 		$87.4K Hold
749
– – 0.01% 206
2025
Q3 		$76K Buy
749
+38
+5% +$3.61K 0.01% 208
2025
Q2 		$60.5K Buy
711
+98
+16% +$7.08K ﹤0.01% 232
2025
Q1 		$43.5K Buy
613
+44
+8% +$3.35K ﹤0.01% 235
2024
Q4 		$40.1K Sell
569
-991
-64% -$66.8K ﹤0.01% 248
2024
Q3 		$97.7K Buy
1,560
+961
+160% +$59.4K 0.01% 179
2024
Q2 		$38K Hold
599
– – ﹤0.01% 245
2024
Q1 		$37.9K Buy
599
+1
+0.2% +$56 ﹤0.01% 222
2023
Q4 		$30.8K Buy
598
+569
+1,962% +$25.2K ﹤0.01% 221
2023
Q3 		$1.2K Hold
29
– – ﹤0.01% 384
2023
Q2 		$1.33K Hold
29
– – ﹤0.01% 383
2023
Q1 		$1.34K Sell
29
-97
-77% -$4.76K ﹤0.01% 394
2022
Q4 		$5.72K Buy
126
+98
+350% +$4.45K ﹤0.01% 398
2022
Q3 		$1K Sell
28
-476
-94% -$23.5K ﹤0.01% 426
2022
Q2 		$23K Buy
504
+215
+74% +$10.8K 0.01% 192
2022
Q1 		$15K Buy
289
+261
+932% +$16.1K 0.01% 278
2021
Q4 		$2K Buy
+28
New +$1.86K ﹤0.01% 558

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Beaird Harris Wealth Management's C Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Citigroup (C) position steady in Q2 2026 at 594 shares worth $83.1K. The position accounts for 0.01% of the portfolio, ranked #223.

Beaird Harris Wealth Management first reported a position in C in Q4 2021 and has held it in 19 quarters since. The position peaked at $97.7K in Q3 2024. 621 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Beaird Harris Wealth Management held 594 shares of Citigroup worth $83.1K as of Q2 2026.
  • Beaird Harris Wealth Management left its Citigroup share count unchanged in Q2 2026.
  • Citigroup made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #223 holding.
  • Beaird Harris Wealth Management first reported a position in Citigroup in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's Citigroup position peaked at $97.7K in Q3 2024.
  • 621 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.