Citigroup’s Heartbeam BEAT Stock Holding History

Citigroup’s Portfolio BEAT Stock Details BEAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-232	Closed	-$283	–	5738
2026 Q1	$283	Buy	232 +231	+23,100%	+$369	﹤0.01%	5561
2025 Q4	$2	Sell	1 -3,889	-100%	-$6.67K	﹤0.01%	5921
2025 Q3	$6.42K	Buy	+3,890	New	+$5K	﹤0.01%	5160

Other funds holding BEAT

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCM

Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return

Bleichroeder LP New York $559M AUM 83.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SSWM

Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Citigroup's BEAT Position: Q2 2026 in Review

Citigroup sold out of Heartbeam (BEAT) in Q2 2026, closing a stake of 232 shares — an estimated $283 sold.

Citigroup first reported a position in BEAT in Q3 2025 and held it in 3 quarters. The position peaked at $6.42K in Q3 2025. 41 funds tracked by Wall St. Rank hold BEAT as of Q2 2026.

Citigroup reported no remaining Heartbeam position as of Q2 2026 after selling out during the quarter.
Citigroup sold 232 Heartbeam shares in Q2 2026, an estimated $283.
Citigroup first reported a position in Heartbeam in Q3 2025 and held it in 3 quarters.
Citigroup's Heartbeam position peaked at $6.42K in Q3 2025.
41 funds tracked by Wall St. Rank held Heartbeam as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.