KFGK
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Keystone Financial Group (Kentucky)’s Citigroup C Stock Holding History

Keystone Financial Group (Kentucky)’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
2025
Q3 		– Sell
-2,727
Closed -$232K – 431
2025
Q2 		$232K Sell
2,727
-206
-7% -$14.9K 0.02% 367
2025
Q1 		$208K Sell
2,933
-1,715
-37% -$131K 0.02% 367
2024
Q4 		$327K Sell
4,648
-37
-0.8% -$2.49K 0.03% 279
2024
Q3 		$293K Sell
4,685
-200
-4% -$12.4K 0.04% 282
2024
Q2 		$310K Sell
4,885
-53
-1% -$3.27K 0.11% 121
2024
Q1 		$312K Buy
4,938
+326
+7% +$18.1K 0.05% 253
2023
Q4 		$237K Buy
+4,612
New +$204K 0.04% 251
2023
Q3 		– Sell
-4,643
Closed -$214K – 302
2023
Q2 		$214K Buy
+4,643
New +$217K 0.04% 277
2022
Q4 		$203K Buy
+4,483
New +$204K 0.04% 264

Other funds holding C

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return