KFSC
C icon

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
Q2 		$281K Sell
2,011
-300
-13% -$39.1K 0.07% 104
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
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

Keystone Financial Services (Colorado)'s C Position: Q2 2026 in Review

Keystone Financial Services (Colorado) reduced its Citigroup (C) stake by 13% in Q2 2026, selling an estimated $39.1K and leaving 2,011 shares worth $281K. The position accounts for 0.07% of the portfolio, ranked #104.

Keystone Financial Services (Colorado) first reported a position in C in Q4 2021 and has held it in 6 quarters since. The position peaked at $282K in Q4 2025. 2,639 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Keystone Financial Services (Colorado) held 2,011 shares of Citigroup worth $281K as of Q2 2026.
  • Keystone Financial Services (Colorado) sold 300 Citigroup shares in Q2 2026, an estimated $39.1K.
  • Citigroup made up 0.07% of Keystone Financial Services (Colorado)'s portfolio in Q2 2026, its #104 holding.
  • Keystone Financial Services (Colorado) first reported a position in Citigroup in Q4 2021 and has held it in 6 quarters since.
  • Keystone Financial Services (Colorado)'s Citigroup position peaked at $282K in Q4 2025.
  • 2,639 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.