BFA
C icon

Beaumont Financial Advisors’s Citigroup C Stock Holding History

Beaumont Financial Advisors’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 		$566K Buy
4,045
+107
+3% +$13.9K 0.04% 233
2026
Q1 		$447K Sell
3,938
-4
-0.1% -$456 0.03% 250
2025
Q4 		$460K Buy
3,942
+32
+0.8% +$3.32K 0.03% 239
2025
Q3 		$397K Sell
3,910
-66
-2% -$6.26K 0.03% 268
2025
Q2 		$338K Sell
3,976
-384
-9% -$27.8K 0.02% 277
2025
Q1 		$310K Buy
4,360
+597
+16% +$45.5K 0.02% 284
2024
Q4 		$265K Sell
3,763
-14
-0.4% -$944 0.02% 310
2024
Q3 		$236K Sell
3,777
-157
-4% -$9.71K 0.02% 315
2024
Q2 		$250K Buy
3,934
+122
+3% +$7.52K 0.02% 304
2024
Q1 		$241K Buy
+3,812
New +$212K 0.02% 318
2022
Q2 		– Sell
-4,084
Closed -$218K – 310
2022
Q1 		$218K Buy
4,084
+26
+0.6% +$1.61K 0.02% 338
2021
Q4 		$245K Buy
4,058
+140
+4% +$9.31K 0.02% 315
2021
Q3 		$275K Sell
3,918
-3,804
-49% -$266K 0.02% 284
2021
Q2 		$546K Sell
7,722
-281
-4% -$20.8K 0.04% 201
2021
Q1 		$582K Sell
8,003
-586
-7% -$39.1K 0.05% 180
2020
Q4 		$530K Sell
8,589
-870
-9% -$44.2K 0.05% 189
2020
Q3 		$408K Buy
9,459
+503
+6% +$25.1K 0.04% 213
2020
Q2 		$458K Sell
8,956
-1,091
-11% -$51.8K 0.05% 186
2020
Q1 		$423K Sell
10,047
-268
-3% -$18K 0.05% 160
2019
Q4 		$824K Buy
10,315
+155
+2% +$11.5K 0.08% 141
2019
Q3 		$702K Buy
+10,160
New +$691K 0.07% 147

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

Beaumont Financial Advisors's C Position: Q2 2026 in Review

Beaumont Financial Advisors increased its Citigroup (C) stake by 2.7% in Q2 2026, buying an estimated $13.9K and bringing the position to 4,045 shares worth $566K. The position accounts for 0.04% of the portfolio, ranked #233.

Beaumont Financial Advisors first reported a position in C in Q3 2019 and has held it in 21 quarters since. The position peaked at $824K in Q4 2019. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Beaumont Financial Advisors held 4,045 shares of Citigroup worth $566K as of Q2 2026.
  • Beaumont Financial Advisors bought 107 Citigroup shares in Q2 2026, an estimated $13.9K.
  • Citigroup made up 0.04% of Beaumont Financial Advisors's portfolio in Q2 2026, its #233 holding.
  • Beaumont Financial Advisors first reported a position in Citigroup in Q3 2019 and has held it in 21 quarters since.
  • Beaumont Financial Advisors's Citigroup position peaked at $824K in Q4 2019.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.