Beirne Wealth Consulting Services’s Citigroup C Stock Holding History

Beirne Wealth Consulting Services’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	$617K	Hold	4,405	–	–	0.12%	58
2026 Q1	$500K	Buy	4,405 +66	+2%	+$7.52K	0.14%	67
2025 Q4	$506K	Hold	4,339	–	–	0.15%	66
2025 Q3	$440K	Hold	4,339	–	–	0.11%	112
2025 Q2	$369K	Hold	4,339	–	–	0.12%	73
2025 Q1	$308K	Buy	+4,339	New	+$331K	0.11%	80
2022 Q1	–	Sell	-3,476	Closed	-$210K	–	100
2021 Q4	$210K	Hold	3,476	–	–	0.11%	93
2021 Q3	$244K	Hold	3,476	–	–	0.14%	87
2021 Q2	$245K	Buy	3,476 +210	+6%	+$15.5K	0.13%	88
2021 Q1	$238K	Sell	3,266 -17,405	-84%	-$1.16M	0.14%	80
2020 Q4	$1.27M	Sell	20,671 -645	-3%	-$32.8K	0.63%	30
2020 Q3	$919K	Buy	+21,316	New	+$1.06M	0.54%	38
2019 Q2	–	Sell	-19,896	Closed	-$1.24M	–	143
2019 Q1	$1.24M	Sell	19,896 -2,385	-11%	-$148K	0.97%	22
2018 Q4	$1.16M	Buy	+22,281	New	+$1.41M	0.99%	23

Other funds holding C

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Beirne Wealth Consulting Services's C Position: Q2 2026 in Review

Beirne Wealth Consulting Services held its Citigroup (C) position steady in Q2 2026 at 4,405 shares worth $617K. The position accounts for 0.12% of the portfolio, ranked #58.

Beirne Wealth Consulting Services first reported a position in C in Q4 2018 and has held it in 14 quarters since. The position peaked at $1.27M in Q4 2020. 1,251 funds tracked by Wall St. Rank hold C as of Q2 2026.

Beirne Wealth Consulting Services held 4,405 shares of Citigroup worth $617K as of Q2 2026.
Beirne Wealth Consulting Services left its Citigroup share count unchanged in Q2 2026.
Citigroup made up 0.12% of Beirne Wealth Consulting Services's portfolio in Q2 2026, its #58 holding.
Beirne Wealth Consulting Services first reported a position in Citigroup in Q4 2018 and has held it in 14 quarters since.
Beirne Wealth Consulting Services's Citigroup position peaked at $1.27M in Q4 2020.
1,251 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Beirne Wealth Consulting Services's 13F filing for Q2 2026, filed 15 Jul 2026.