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Keudell/Morrison Wealth Management’s Citigroup C Stock Holding History

Keudell/Morrison 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 		$436K Sell
3,119
-20
-0.6% -$2.6K 0.08% 151
2026
Q1 		$356K Sell
3,139
-937
-23% -$107K 0.07% 167
2025
Q4 		$476K Buy
+4,076
New +$423K 0.1% 135
2025
Q2 		$371K Sell
4,356
-62
-1% -$4.48K 0.08% 149
2025
Q1 		$314K Sell
4,418
-44
-1% -$3.35K 0.07% 157
2024
Q4 		$314K Buy
4,462
+209
+5% +$14.1K 0.08% 153
2024
Q3 		$266K Sell
4,253
-622
-13% -$38.5K 0.07% 175
2024
Q2 		$309K Buy
4,875
+13
+0.3% +$802 0.09% 154
2024
Q1 		$307K Buy
+4,862
New +$271K 0.09% 156
2023
Q4 		– Sell
-6,019
Closed -$248K – 193
2023
Q3 		$248K Buy
6,019
+2
+0% +$88 0.08% 157
2023
Q2 		$277K Buy
6,017
+1
+0% +$47 0.08% 153
2023
Q1 		$282K Sell
6,016
-53
-0.9% -$2.6K 0.08% 150
2022
Q4 		$274K Sell
6,069
-245
-4% -$11.1K 0.09% 148
2022
Q3 		$263K Buy
6,314
+40
+0.6% +$1.98K 0.1% 148
2022
Q2 		$289K Sell
6,274
-564
-8% -$28.2K 0.11% 140
2022
Q1 		$365K Buy
6,838
+199
+3% +$12.3K 0.15% 129
2021
Q4 		$401K Sell
6,639
-57
-0.9% -$3.79K 0.16% 115
2021
Q3 		$470K Buy
6,696
+1,089
+19% +$76.1K 0.2% 105
2021
Q2 		$397K Sell
5,607
-1,726
-24% -$128K 0.22% 112
2021
Q1 		$533K Buy
7,333
+772
+12% +$51.5K 0.31% 92
2020
Q4 		$405K Buy
6,561
+1,247
+23% +$63.4K 0.26% 103
2020
Q3 		$229K Buy
5,314
+57
+1% +$2.84K 0.15% 130
2020
Q2 		$269K Buy
5,257
+271
+5% +$12.9K 0.22% 118
2020
Q1 		$210K Buy
4,986
+351
+8% +$23.6K 0.21% 123
2019
Q4 		$370K Sell
4,635
-188
-4% -$13.9K 0.26% 101
2019
Q3 		$333K Sell
4,823
-141
-3% -$9.59K 0.27% 101
2019
Q2 		$323K Hold
4,964
– – 0.28% 98
2019
Q1 		$309K Buy
+4,964
New +$308K 0.27% 101

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

Keudell/Morrison Wealth Management's C Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its Citigroup (C) stake by 0.64% in Q2 2026, selling an estimated $2.6K and leaving 3,119 shares worth $436K. The position accounts for 0.08% of the portfolio, ranked #151.

Keudell/Morrison Wealth Management first reported a position in C in Q1 2019 and has held it in 28 quarters since. The position peaked at $533K in Q1 2021. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Keudell/Morrison Wealth Management held 3,119 shares of Citigroup worth $436K as of Q2 2026.
  • Keudell/Morrison Wealth Management sold 20 Citigroup shares in Q2 2026, an estimated $2.6K.
  • Citigroup made up 0.08% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #151 holding.
  • Keudell/Morrison Wealth Management first reported a position in Citigroup in Q1 2019 and has held it in 28 quarters since.
  • Keudell/Morrison Wealth Management's Citigroup position peaked at $533K in Q1 2021.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.