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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
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 $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

Keebeck Wealth Management's C Position: Q1 2026 in Review

Keebeck Wealth Management increased its Citigroup (C) stake by 95% in Q1 2026, buying an estimated $265K and bringing the position to 4,776 shares worth $542K. The position accounts for 0.06% of the portfolio, ranked #225.

Keebeck Wealth Management first reported a position in C in Q4 2019 and has held it in 5 quarters since. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Keebeck Wealth Management held 4,776 shares of Citigroup worth $542K as of Q1 2026.
  • Keebeck Wealth Management bought 2,331 Citigroup shares in Q1 2026, an estimated $265K.
  • Citigroup made up 0.06% of Keebeck Wealth Management's portfolio in Q1 2026, its #225 holding.
  • Keebeck Wealth Management first reported a position in Citigroup in Q4 2019 and has held it in 5 quarters since.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.