Beese Fulmer Investment Management’s Citigroup C Stock Holding History

Beese Fulmer Investment 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	$470K	Buy	3,355 +1,041	+45%	+$136K	0.03%	225
2026 Q1	$262K	Sell	2,314 -59	-2%	-$6.72K	0.02%	341
2025 Q4	$277K	Buy	+2,373	New	+$246K	0.02%	307
2020 Q3	–	Sell	-1,493	Closed	-$76K	–	248
2020 Q2	$76K	Buy	+1,493	New	+$70.8K	0.01%	271

Other funds holding C

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Beese Fulmer Investment Management's C Position: Q2 2026 in Review

Beese Fulmer Investment Management increased its Citigroup (C) stake by 45% in Q2 2026, buying an estimated $136K and bringing the position to 3,355 shares worth $470K. The position accounts for 0.03% of the portfolio, ranked #225.

Beese Fulmer Investment Management first reported a position in C in Q2 2020 and has held it in 4 quarters since. 1,069 funds tracked by Wall St. Rank hold C as of Q2 2026.

Beese Fulmer Investment Management held 3,355 shares of Citigroup worth $470K as of Q2 2026.
Beese Fulmer Investment Management bought 1,041 Citigroup shares in Q2 2026, an estimated $136K.
Citigroup made up 0.03% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #225 holding.
Beese Fulmer Investment Management first reported a position in Citigroup in Q2 2020 and has held it in 4 quarters since.
1,069 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.