KIG
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Kennedy Investment Group’s Citigroup C Stock Holding History

Kennedy Investment Group’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 		$1.83M Buy
13,105
+2,855
+28% +$372K 0.62% 37
2026
Q1 		$1.16M Buy
10,250
+1,983
+24% +$226K 0.46% 52
2025
Q4 		$965K Buy
8,267
+3,627
+78% +$377K 0.36% 65
2025
Q3 		$471K Sell
4,640
-82
-2% -$7.78K 0.19% 97
2025
Q2 		$402K Buy
4,722
+708
+18% +$51.2K 0.17% 102
2025
Q1 		$285K Buy
+4,014
New +$306K 0.13% 107

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

Kennedy Investment Group's C Position: Q2 2026 in Review

Kennedy Investment Group increased its Citigroup (C) stake by 28% in Q2 2026, buying an estimated $372K and bringing the position to 13,105 shares worth $1.83M. The position accounts for 0.62% of the portfolio, ranked #37.

Kennedy Investment Group first reported a position in C in Q1 2025 and has held it in 6 quarters since. 2,630 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Kennedy Investment Group held 13,105 shares of Citigroup worth $1.83M as of Q2 2026.
  • Kennedy Investment Group bought 2,855 Citigroup shares in Q2 2026, an estimated $372K.
  • Citigroup made up 0.62% of Kennedy Investment Group's portfolio in Q2 2026, its #37 holding.
  • Kennedy Investment Group first reported a position in Citigroup in Q1 2025 and has held it in 6 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Kennedy Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.