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Key Financial Inc’s Citigroup C Stock Holding History

Key Financial Inc’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 		$621K Buy
4,436
+316
+8% +$41.1K 0.1% 163
2026
Q1 		$467K Buy
4,120
+148
+4% +$16.9K 0.08% 188
2025
Q4 		$463K Buy
3,972
+104
+3% +$10.8K 0.08% 180
2025
Q3 		$382K Hold
3,868
– – 0.07% 204
2025
Q2 		$329K Buy
3,868
+52
+1% +$3.76K 0.07% 212
2025
Q1 		$271K Hold
3,816
– – 0.06% 223
2024
Q4 		$269K Buy
3,816
+111
+3% +$7.48K 0.06% 212
2024
Q3 		$232K Buy
3,705
+12
+0.3% +$742 0.05% 233
2024
Q2 		$234K Buy
3,693
+182
+5% +$11.2K 0.06% 221
2024
Q1 		$222K Sell
3,511
-14
-0.4% -$779 0.06% 219
2023
Q4 		$181K Sell
3,525
-31
-0.9% -$1.37K 0.05% 229
2023
Q3 		$146K Sell
3,556
-88
-2% -$3.86K 0.05% 239
2023
Q2 		$168K Buy
3,644
+88
+2% +$4.12K 0.06% 227
2023
Q1 		$167K Sell
3,556
-75
-2% -$3.68K 0.06% 219
2022
Q4 		$151K Hold
3,631
– – 0.07% 193
2022
Q3 		$151K Buy
3,631
+3,388
+1,394% +$167K 0.07% 196
2022
Q2 		$11K Hold
243
– – 0.01% 602
2022
Q1 		$13K Sell
243
-761
-76% -$47K 0.01% 562
2021
Q4 		$61K Buy
1,004
+75
+8% +$4.99K 0.03% 318
2021
Q3 		$65K Hold
929
– – 0.04% 302
2021
Q2 		$63K Buy
929
+140
+18% +$10.4K 0.04% 313
2021
Q1 		$57K Buy
789
+82
+12% +$5.47K 0.04% 258
2020
Q4 		$44K Buy
+707
New +$35.9K 0.03% 262
2020
Q2 		– Sell
-1,101
Closed -$49K – 169
2020
Q1 		$49K Buy
+1,101
New +$73.9K 0.05% 214

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

Key Financial Inc's C Position: Q2 2026 in Review

Key Financial Inc increased its Citigroup (C) stake by 7.7% in Q2 2026, buying an estimated $41.1K and bringing the position to 4,436 shares worth $621K. The position accounts for 0.1% of the portfolio, ranked #163.

Key Financial Inc first reported a position in C in Q1 2020 and has held it in 24 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Key Financial Inc held 4,436 shares of Citigroup worth $621K as of Q2 2026.
  • Key Financial Inc bought 316 Citigroup shares in Q2 2026, an estimated $41.1K.
  • Citigroup made up 0.1% of Key Financial Inc's portfolio in Q2 2026, its #163 holding.
  • Key Financial Inc first reported a position in Citigroup in Q1 2020 and has held it in 24 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.