BEI
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Benjamin Edwards Inc’s Citigroup C Stock Holding History

Benjamin Edwards Inc’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 		$2.72M Buy
19,448
+2,503
+15% +$326K 0.02% 484
2026
Q1 		$1.92M Buy
16,945
+1,715
+11% +$195K 0.02% 556
2025
Q4 		$1.78M Buy
15,230
+4,579
+43% +$476K 0.02% 543
2025
Q3 		$1.08M Sell
10,651
-1,829
-15% -$174K 0.01% 660
2025
Q2 		$1.06M Buy
12,480
+538
+5% +$38.9K 0.01% 608
2025
Q1 		$848K Sell
11,942
-131
-1% -$9.99K 0.01% 626
2024
Q4 		$850K Buy
12,073
+512
+4% +$34.5K 0.01% 659
2024
Q3 		$724K Buy
11,561
+10,664
+1,189% +$659K 0.01% 683
2024
Q2 		$57K Sell
897
-10
-1% -$617 0.01% 482
2024
Q1 		$57K Sell
907
-1,663
-65% -$92.5K 0.01% 467
2023
Q4 		$132K Sell
2,570
-83
-3% -$3.67K 0.03% 384
2023
Q3 		$109K Sell
2,653
-255
-9% -$11.2K 0.03% 379
2023
Q2 		$134K Sell
2,908
-40
-1% -$1.87K 0.03% 340
2023
Q1 		$138K Buy
2,948
+464
+19% +$22.8K 0.03% 326
2022
Q4 		$112K Buy
2,484
+161
+7% +$7.31K 0.03% 339
2022
Q3 		$97K Sell
2,323
-367
-14% -$18.1K 0.03% 343
2022
Q2 		$124K Sell
2,690
-145
-5% -$7.25K 0.04% 316
2022
Q1 		$151K Buy
2,835
+429
+18% +$26.5K 0.04% 302
2021
Q4 		$145K Buy
2,406
+2,017
+519% +$134K 0.05% 296
2021
Q3 		$27K Buy
+389
New +$27.2K 0.02% 371
2020
Q2 		– Sell
-23
Closed -$1K – 371
2020
Q1 		$1K Sell
23
-4,048
-99% -$272K ﹤0.01% 354
2019
Q4 		$325K Buy
4,071
+2,791
+218% +$206K 0.66% 41
2019
Q3 		$88K Buy
1,280
+10
+0.8% +$680 0.19% 105
2019
Q2 		$89K Buy
+1,270
New +$85K 0.22% 95

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

Benjamin Edwards Inc's C Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Citigroup (C) stake by 15% in Q2 2026, buying an estimated $326K and bringing the position to 19,448 shares worth $2.72M. The position accounts for 0.02% of the portfolio, ranked #484.

Benjamin Edwards Inc first reported a position in C in Q2 2019 and has held it in 24 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Benjamin Edwards Inc held 19,448 shares of Citigroup worth $2.72M as of Q2 2026.
  • Benjamin Edwards Inc bought 2,503 Citigroup shares in Q2 2026, an estimated $326K.
  • Citigroup made up 0.02% of Benjamin Edwards Inc's portfolio in Q2 2026, its #484 holding.
  • Benjamin Edwards Inc first reported a position in Citigroup in Q2 2019 and has held it in 24 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.