KFS
C icon

Keynote Financial Services’s Citigroup C Stock Holding History

Keynote Financial Services’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 		$221K Buy
+1,581
New +$206K 0.1% 165
2026
Q1 		– Sell
-1,731
Closed -$202K – 176
2025
Q4 		$202K Buy
+1,731
New +$180K 0.11% 156

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

Keynote Financial Services's C Position: Q2 2026 in Review

Keynote Financial Services opened a new position in Citigroup (C) in Q2 2026: 1,581 shares worth $221K. The stake represents 0.1% of the portfolio and ranks #165 among its holdings. This is a return to the name: Keynote Financial Services previously reported a position in C as recently as Q4 2025.

Keynote Financial Services first reported a position in C in Q4 2025 and has held it in 2 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Keynote Financial Services held 1,581 shares of Citigroup worth $221K as of Q2 2026.
  • Citigroup was a new Keynote Financial Services position in Q2 2026.
  • Citigroup made up 0.1% of Keynote Financial Services's portfolio in Q2 2026, its #165 holding.
  • Keynote Financial Services first reported a position in Citigroup in Q4 2025 and has held it in 2 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Keynote Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.