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Kestra Investment Management’s Citigroup C Stock Holding History

Kestra Investment 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 		$956K Buy
6,831
+4,474
+190% +$582K 0.02% 235
2026
Q1 		$267K Sell
2,357
-4,070
-63% -$463K ﹤0.01% 383
2025
Q4 		$750K Buy
6,427
+744
+13% +$77.3K 0.02% 231
2025
Q3 		$577K Sell
5,683
-7,562
-57% -$718K 0.02% 256
2025
Q2 		$1.05M Buy
13,245
+7,567
+133% +$547K 0.02% 274
2025
Q1 		$403K Buy
5,678
+3,125
+122% +$238K 0.01% 294
2024
Q4 		$180K Buy
+2,553
New +$172K 0.01% 372

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

Kestra Investment Management's C Position: Q2 2026 in Review

Kestra Investment Management increased its Citigroup (C) stake by 190% in Q2 2026, buying an estimated $582K and bringing the position to 6,831 shares worth $956K. The position accounts for 0.02% of the portfolio, ranked #235.

Kestra Investment Management first reported a position in C in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.05M in Q2 2025. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Kestra Investment Management held 6,831 shares of Citigroup worth $956K as of Q2 2026.
  • Kestra Investment Management bought 4,474 Citigroup shares in Q2 2026, an estimated $582K.
  • Citigroup made up 0.02% of Kestra Investment Management's portfolio in Q2 2026, its #235 holding.
  • Kestra Investment Management first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
  • Kestra Investment Management's Citigroup position peaked at $1.05M in Q2 2025.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.