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Keebeck Wealth Management’s Citigroup C Stock Holding History

Keebeck Wealth Management’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
Q2 		$853K Buy
6,096
+1,320
+28% +$172K 0.08% 183
2026
Q1 		$542K Buy
4,776
+2,331
+95% +$265K 0.06% 225
2025
Q4 		$285K Buy
2,445
+184
+8% +$19.1K 0.03% 302
2025
Q3 		$229K Buy
+2,261
New +$215K 0.03% 335
2020
Q3 		– Sell
-1,255
Closed -$64K – 202
2020
Q2 		$64K Buy
+1,255
New +$59.5K 0.02% 203
2020
Q1 		– Sell
-1,255
Closed -$100K – 161
2019
Q4 		$100K Buy
+1,255
New +$92.7K 0.03% 187

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Keebeck Wealth Management's C Position: Q2 2026 in Review

Keebeck Wealth Management increased its Citigroup (C) stake by 28% in Q2 2026, buying an estimated $172K and bringing the position to 6,096 shares worth $853K. The position accounts for 0.08% of the portfolio, ranked #183.

Keebeck Wealth Management first reported a position in C in Q4 2019 and has held it in 6 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Keebeck Wealth Management held 6,096 shares of Citigroup worth $853K as of Q2 2026.
  • Keebeck Wealth Management bought 1,320 Citigroup shares in Q2 2026, an estimated $172K.
  • Citigroup made up 0.08% of Keebeck Wealth Management's portfolio in Q2 2026, its #183 holding.
  • Keebeck Wealth Management first reported a position in Citigroup in Q4 2019 and has held it in 6 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.