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Beta Wealth Group’s Citigroup C Stock Holding History

Beta Wealth Group’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
Q1 		$740K Buy
6,522
+302
+5% +$34.4K 0.31% 60
2025
Q4 		$726K Sell
6,220
-198
-3% -$20.6K 0.29% 55
2025
Q3 		$651K Buy
6,418
+191
+3% +$18.1K 0.26% 61
2025
Q2 		$530K Sell
6,227
-1,095
-15% -$79.2K 0.19% 69
2025
Q1 		$520K Sell
7,322
-1,401
-16% -$107K 0.19% 66
2024
Q4 		$614K Buy
8,723
+102
+1% +$6.88K 0.27% 58
2024
Q3 		$540K Buy
8,621
+406
+5% +$25.1K 0.24% 72
2024
Q2 		$521K Buy
8,215
+397
+5% +$24.5K 0.25% 66
2024
Q1 		$494K Buy
7,818
+107
+1% +$5.95K 0.24% 66
2023
Q4 		$397K Buy
7,711
+906
+13% +$40.1K 0.21% 75
2023
Q3 		$280K Buy
6,805
+305
+5% +$13.4K 0.17% 88
2023
Q2 		$299K Buy
6,500
+700
+12% +$32.8K 0.17% 83
2023
Q1 		$272K Buy
5,800
+500
+9% +$24.5K 0.16% 84
2022
Q4 		$240K Buy
5,300
+300
+6% +$13.6K 0.16% 89
2022
Q3 		$208K Buy
5,000
+200
+4% +$9.88K 0.15% 85
2022
Q2 		$221K Buy
4,800
+300
+7% +$15K 0.15% 79
2022
Q1 		$240K Buy
4,500
+1,600
+55% +$98.8K 0.16% 84
2021
Q4 		$203K Hold
2,900
– – 0.15% 60
2021
Q3 		$203K Sell
2,900
-100
-3% -$6.99K 0.15% 60
2021
Q2 		$213K Buy
+3,000
New +$222K 0.15% 60

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beta Wealth Group's C Position: Q1 2026 in Review

Beta Wealth Group increased its Citigroup (C) stake by 4.9% in Q1 2026, buying an estimated $34.4K and bringing the position to 6,522 shares worth $740K. The position accounts for 0.31% of the portfolio, ranked #60.

Beta Wealth Group first reported a position in C in Q2 2021 and has held it in 20 quarters since. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Beta Wealth Group held 6,522 shares of Citigroup worth $740K as of Q1 2026.
  • Beta Wealth Group bought 302 Citigroup shares in Q1 2026, an estimated $34.4K.
  • Citigroup made up 0.31% of Beta Wealth Group's portfolio in Q1 2026, its #60 holding.
  • Beta Wealth Group first reported a position in Citigroup in Q2 2021 and has held it in 20 quarters since.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.