Keystone Financial Services (Colorado)’s Citigroup C Stock Holding History

Keystone Financial Services (Colorado)’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 Q1	$262K	Sell	2,311 -109	-5%	-$12.4K	0.08%	97
2025 Q4	$282K	Sell	2,420 -108	-4%	-$11.2K	0.09%	90
2025 Q3	$257K	Sell	2,528 -15	-0.6%	-$1.42K	0.08%	99
2025 Q2	$216K	Buy	+2,543	New	+$184K	0.07%	107
2022 Q1	–	Sell	-3,591	Closed	-$217K	–	75
2021 Q4	$217K	Buy	+3,591	New	+$239K	0.11%	82

Other funds holding C

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Keystone Financial Services (Colorado)'s C Position: Q1 2026 in Review

Keystone Financial Services (Colorado) reduced its Citigroup (C) stake by 4.5% in Q1 2026, selling an estimated $12.4K and leaving 2,311 shares worth $262K. The position accounts for 0.08% of the portfolio, ranked #97.

Keystone Financial Services (Colorado) first reported a position in C in Q4 2021 and has held it in 5 quarters since. The position peaked at $282K in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Keystone Financial Services (Colorado) held 2,311 shares of Citigroup worth $262K as of Q1 2026.
Keystone Financial Services (Colorado) sold 109 Citigroup shares in Q1 2026, an estimated $12.4K.
Citigroup made up 0.08% of Keystone Financial Services (Colorado)'s portfolio in Q1 2026, its #97 holding.
Keystone Financial Services (Colorado) first reported a position in Citigroup in Q4 2021 and has held it in 5 quarters since.
Keystone Financial Services (Colorado)'s Citigroup position peaked at $282K in Q4 2025.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q1 2026, filed 6 May 2026.