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KFA Private Wealth Group’s Citigroup C Stock Holding History

KFA Private Wealth Group’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 		$541K Sell
3,866
-8
-0.2% -$1.04K 0.13% 74
2026
Q1 		$439K Buy
3,874
+12
+0.3% +$1.37K 0.11% 94
2025
Q4 		$451K Buy
3,862
+166
+4% +$17.2K 0.11% 86
2025
Q3 		$375K Buy
+3,696
New +$351K 0.11% 90

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

KFA Private Wealth Group's C Position: Q2 2026 in Review

KFA Private Wealth Group reduced its Citigroup (C) stake by 0.21% in Q2 2026, selling an estimated $1.04K and leaving 3,866 shares worth $541K. The position accounts for 0.13% of the portfolio, ranked #74.

KFA Private Wealth Group first reported a position in C in Q3 2025 and has held it in 4 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • KFA Private Wealth Group held 3,866 shares of Citigroup worth $541K as of Q2 2026.
  • KFA Private Wealth Group sold 8 Citigroup shares in Q2 2026, an estimated $1.04K.
  • Citigroup made up 0.13% of KFA Private Wealth Group's portfolio in Q2 2026, its #74 holding.
  • KFA Private Wealth Group first reported a position in Citigroup in Q3 2025 and has held it in 4 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.