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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
Q3 		$504K Buy
3,889
+23
+0.6% +$3.1K 0.12% 79
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

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KFA Private Wealth Group's C Position: Q3 2026 in Review

KFA Private Wealth Group increased its Citigroup (C) stake by 0.59% in Q3 2026, buying an estimated $3.1K and bringing the position to 3,889 shares worth $504K. The position accounts for 0.12% of the portfolio, ranked #79.

KFA Private Wealth Group first reported a position in C in Q3 2025 and has held it in 5 quarters since. The position peaked at $541K in Q2 2026. 118 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • KFA Private Wealth Group held 3,889 shares of Citigroup worth $504K as of Q3 2026.
  • KFA Private Wealth Group bought 23 Citigroup shares in Q3 2026, an estimated $3.1K.
  • Citigroup made up 0.12% of KFA Private Wealth Group's portfolio in Q3 2026, its #79 holding.
  • KFA Private Wealth Group first reported a position in Citigroup in Q3 2025 and has held it in 5 quarters since.
  • KFA Private Wealth Group's Citigroup position peaked at $541K in Q2 2026.
  • 118 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.