BHPW
C icon

Beverly Hills Private Wealth’s Citigroup C Stock Holding History

Beverly Hills Private Wealth’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 		$723K Sell
5,164
-299
-5% -$38.9K 0.14% 130
2026
Q1 		$620K Buy
5,463
+681
+14% +$77.5K 0.1% 166
2025
Q4 		$558K Hold
4,782
– – 0.1% 162
2025
Q3 		$485K Hold
4,782
– – 0.09% 186
2025
Q2 		$407K Sell
4,782
-212
-4% -$15.3K 0.08% 209
2025
Q1 		$355K Buy
4,994
+81
+2% +$6.18K 0.07% 230
2024
Q4 		$346K Sell
4,913
-119
-2% -$8.02K 0.07% 226
2024
Q3 		$315K Sell
5,032
-170
-3% -$10.5K 0.06% 262
2024
Q2 		$330K Sell
5,202
-205
-4% -$12.6K 0.07% 257
2024
Q1 		$342K Sell
5,407
-414
-7% -$23K 0.08% 255
2023
Q4 		$299K Sell
5,821
-93
-2% -$4.12K 0.08% 253
2023
Q3 		$243K Sell
5,914
-1,663
-22% -$73K 0.07% 253
2023
Q2 		$346K Buy
7,577
+1,602
+27% +$75K 0.06% 275
2023
Q1 		$280K Buy
+5,975
New +$293K 0.09% 227

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

Beverly Hills Private Wealth's C Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Citigroup (C) stake by 5.5% in Q2 2026, selling an estimated $38.9K and leaving 5,164 shares worth $723K. The position accounts for 0.14% of the portfolio, ranked #130.

Beverly Hills Private Wealth first reported a position in C in Q1 2023 and has held it in 14 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Beverly Hills Private Wealth held 5,164 shares of Citigroup worth $723K as of Q2 2026.
  • Beverly Hills Private Wealth sold 299 Citigroup shares in Q2 2026, an estimated $38.9K.
  • Citigroup made up 0.14% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #130 holding.
  • Beverly Hills Private Wealth first reported a position in Citigroup in Q1 2023 and has held it in 14 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.