Citigroup
BEAT icon

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
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

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SSWM
Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Citigroup's BEAT Position: Q1 2026 in Review

Citigroup increased its Heartbeam (BEAT) stake by 23,100% in Q1 2026, buying an estimated $369 and bringing the position to 232 shares worth $283. The position accounts for ﹤0.01% of the portfolio, ranked #5561.

Citigroup first reported a position in BEAT in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.42K in Q3 2025. 38 funds tracked by Wall St. Rank hold BEAT as of Q1 2026.

  • Citigroup held 232 shares of Heartbeam worth $283 as of Q1 2026.
  • Citigroup bought 231 Heartbeam shares in Q1 2026, an estimated $369.
  • Heartbeam made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #5561 holding.
  • Citigroup first reported a position in Heartbeam in Q3 2025 and has held it in 3 quarters since.
  • Citigroup's Heartbeam position peaked at $6.42K in Q3 2025.
  • 38 funds tracked by Wall St. Rank held Heartbeam as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.