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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
2024
Q3 		– Sell
-2,400
Closed -$152K – 344
2024
Q2 		$152K Hold
2,400
– – 0.03% 341
2024
Q1 		$152 Hold
2,400
– – ﹤0.01% 358
2023
Q4 		$123 Buy
2,400
+1,200
+100% +$53.1K ﹤0.01% 338
2023
Q3 		$49 Buy
+1,200
New +$52.7K ﹤0.01% 300

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

Beverly Hills Private Wealth's C Position: Q1 2026 in Review

Beverly Hills Private Wealth increased its Citigroup (C) stake by 14% in Q1 2026, buying an estimated $77.5K and bringing the position to 5,463 shares worth $620K. The position accounts for 0.1% of the portfolio, ranked #166.

Beverly Hills Private Wealth first reported a position in C in Q1 2023 and has held it in 13 quarters since. 2,456 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Beverly Hills Private Wealth held 5,463 shares of Citigroup worth $620K as of Q1 2026.
  • Beverly Hills Private Wealth bought 681 Citigroup shares in Q1 2026, an estimated $77.5K.
  • Citigroup made up 0.1% of Beverly Hills Private Wealth's portfolio in Q1 2026, its #166 holding.
  • Beverly Hills Private Wealth first reported a position in Citigroup in Q1 2023 and has held it in 13 quarters since.
  • 2,456 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2026, filed 4 May 2026.