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Citigroup shares owned by Beacon Harbor Wealth Advisors

Quarter-by-quarter ownership of Citigroup (C) shares owned by Beacon Harbor Wealth Advisors from 13F filings

Historical chart of Beacon Harbor Wealth Advisors investment in Citigroup

Tip: Access up to 7 years of quarterly data

All positions including Citigroup held by Beacon Harbor Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Citigroup by Beacon Harbor Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.8M 60k 113.41
2024-12-31 $8.2M 116k 70.39
2024-09-30 $7.1M 113k 62.60
2024-06-30 $7.1M 112k 63.46
2024-03-31 $7.0M 111k 63.24

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Lumentum Hldgs (LITE)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Ishares Gold Tr Ishares New (IAU)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Graniteshares Etf Tr Bbg Commd K 1 (COMB)
Ishares Silver Tr Ishares (SLV)
Ishares Core Msci Emkt (IEMG)
Exxon Mobil Corporation (XOM)
Ishares Tr Core Msci Eafe (IEFA)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Comfort Systems USA (FIX)

View all positions for Beacon Harbor Wealth Advisors

Top funds holding Citigroup

Vanguard Group
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Capital World Investors
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Fisher Investments
Vanguard Portfolio Management
FMR
Susquehanna International
Morgan Stanley
Bank of America Corporation
Bank of New York Mellon
Citadel Advisors

View all funds holding Citigroup