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
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 $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 $3.38T AUM 44.17% 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. 2,648 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.
  • 2,648 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.