Citigroup’s Beam Therapeutics BEAM Stock Holding History

Citigroup’s Portfolio BEAM Stock Details BEAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$587K	Buy	+24,000	New	+$668K	﹤0.01%	3669
2025 Q3	–	Sell	-30,000	Closed	-$510K	–	6089
2025 Q2	$510K	Buy	+30,000	New	+$522K	﹤0.01%	3614
2024 Q3	–	Sell	-25,000	Closed	-$586K	–	5683
2024 Q2	$586K	Sell	25,000 -24,900	-50%	-$612K	﹤0.01%	3287
2024 Q1	$1.65M	Buy	49,900 +25,000	+100%	+$779K	﹤0.01%	2594
2023 Q4	$678K	Buy	+24,900	New	+$619K	﹤0.01%	3169
2023 Q3	–	Sell	-17,500	Closed	-$559K	–	5670
2023 Q2	$559K	Hold	17,500	–	–	﹤0.01%	3300
2023 Q1	$536K	Buy	17,500 +1,600	+10%	+$63.1K	﹤0.01%	3085
2022 Q4	$622K	Buy	+15,900	New	+$712K	﹤0.01%	3008

Other funds holding BEAM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Privium Fund Management Amsterdam, Netherlands $516M AUM 18.66% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Profund Advisors Bethesda, Maryland $3.48B AUM 66.96% 1-Year Est. Return

Leonteq Securities AG Zurich, Switzerland $2.44B AUM 50.17% 1-Year Est. Return

Raiffeisen Bank International Vienna, Austria $8.69B AUM 38.11% 1-Year Est. Return

Citigroup's BEAM Position: Q3 2026 in Review

Citigroup reduced its Beam Therapeutics (BEAM) stake by 36% in Q3 2026, selling an estimated $1.38M and leaving 89,273 shares worth $2.18M. The position accounts for ﹤0.01% of the portfolio, ranked #2759.

Citigroup first reported a position in BEAM in Q1 2020 and has held it in 27 quarters since. The position peaked at $8.56M in Q1 2024. 76 funds tracked by Wall St. Rank hold BEAM as of Q3 2026.

Citigroup held 89,273 shares of Beam Therapeutics worth $2.18M as of Q3 2026.
Citigroup sold 49,593 Beam Therapeutics shares in Q3 2026, an estimated $1.38M.
Beam Therapeutics made up ﹤0.01% of Citigroup's portfolio in Q3 2026, its #2759 holding.
Citigroup first reported a position in Beam Therapeutics in Q1 2020 and has held it in 27 quarters since.
Citigroup's Beam Therapeutics position peaked at $8.56M in Q1 2024.
76 funds tracked by Wall St. Rank held Beam Therapeutics as of Q3 2026.

Based on Citigroup's 13F filing for Q3 2026, filed 4 Nov 2026.