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Kapstone Financial Advisors’s Citigroup C Stock Holding History

Kapstone Financial Advisors’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
2026
Q1 		$284K Buy
2,508
+3
+0.1% +$342 0.14% 106
2025
Q4 		$292K Buy
+2,505
New +$260K 0.15% 88

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kapstone Financial Advisors's C Position: Q1 2026 in Review

Kapstone Financial Advisors increased its Citigroup (C) stake by 0.12% in Q1 2026, buying an estimated $342 and bringing the position to 2,508 shares worth $284K. The position accounts for 0.14% of the portfolio, ranked #106.

Kapstone Financial Advisors first reported a position in C in Q4 2025 and has held it in 2 quarters since. The position peaked at $292K in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Kapstone Financial Advisors held 2,508 shares of Citigroup worth $284K as of Q1 2026.
  • Kapstone Financial Advisors bought 3 Citigroup shares in Q1 2026, an estimated $342.
  • Citigroup made up 0.14% of Kapstone Financial Advisors's portfolio in Q1 2026, its #106 holding.
  • Kapstone Financial Advisors first reported a position in Citigroup in Q4 2025 and has held it in 2 quarters since.
  • Kapstone Financial Advisors's Citigroup position peaked at $292K in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.