KCM
C icon

Key Capital Management’s Citigroup C Stock Holding History

Key Capital 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 		$305K Sell
2,176
-241
-10% -$31.4K 0.16% 66
2026
Q1 		$274K Buy
2,417
+318
+15% +$36.2K 0.18% 63
2025
Q4 		$245K Buy
+2,099
New +$218K 0.24% 54

Other funds holding C

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Key Capital Management's C Position: Q2 2026 in Review

Key Capital Management reduced its Citigroup (C) stake by 10% in Q2 2026, selling an estimated $31.4K and leaving 2,176 shares worth $305K. The position accounts for 0.16% of the portfolio, ranked #66.

Key Capital Management first reported a position in C in Q4 2025 and has held it in 3 quarters since. 1,523 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Key Capital Management held 2,176 shares of Citigroup worth $305K as of Q2 2026.
  • Key Capital Management sold 241 Citigroup shares in Q2 2026, an estimated $31.4K.
  • Citigroup made up 0.16% of Key Capital Management's portfolio in Q2 2026, its #66 holding.
  • Key Capital Management first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • 1,523 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.