KFP
C icon

Kerr Financial Planning’s Citigroup C Stock Holding History

Kerr Financial Planning’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 		$303K Buy
2,169
+7
+0.3% +$911 0.34% 65
2026
Q1 		$278K Buy
2,162
+239
+12% +$27.2K 0.2% 65
2025
Q4 		$222K Buy
1,923
+8
+0.4% +$831 0.3% 74
2025
Q3 		$191K Buy
+1,915
New +$182K 0.27% 78

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

Kerr Financial Planning's C Position: Q2 2026 in Review

Kerr Financial Planning increased its Citigroup (C) stake by 0.32% in Q2 2026, buying an estimated $911 and bringing the position to 2,169 shares worth $303K. The position accounts for 0.34% of the portfolio, ranked #65.

Kerr Financial Planning first reported a position in C in Q3 2025 and has held it in 4 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Kerr Financial Planning held 2,169 shares of Citigroup worth $303K as of Q2 2026.
  • Kerr Financial Planning bought 7 Citigroup shares in Q2 2026, an estimated $911.
  • Citigroup made up 0.34% of Kerr Financial Planning's portfolio in Q2 2026, its #65 holding.
  • Kerr Financial Planning first reported a position in Citigroup in Q3 2025 and has held it in 4 quarters since.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.