KWM
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Kingsview Wealth Management’s Citigroup C Stock Holding History

Kingsview Wealth Management’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
2020
Q3 		– Sell
-500
Closed -$1K – 650
2020
Q2 		$1K Buy
+500
New +$23.7K ﹤0.01% 590

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kingsview Wealth Management's C Position: Q1 2026 in Review

Kingsview Wealth Management reduced its Citigroup (C) stake by 4.3% in Q1 2026, selling an estimated $93.5K and leaving 18,068 shares worth $2.05M. The position accounts for 0.03% of the portfolio, ranked #505.

Kingsview Wealth Management first reported a position in C in Q3 2018 and has held it in 31 quarters since. The position peaked at $3.5M in Q3 2021. 2,456 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Kingsview Wealth Management held 18,068 shares of Citigroup worth $2.05M as of Q1 2026.
  • Kingsview Wealth Management sold 821 Citigroup shares in Q1 2026, an estimated $93.5K.
  • Citigroup made up 0.03% of Kingsview Wealth Management's portfolio in Q1 2026, its #505 holding.
  • Kingsview Wealth Management first reported a position in Citigroup in Q3 2018 and has held it in 31 quarters since.
  • Kingsview Wealth Management's Citigroup position peaked at $3.5M in Q3 2021.
  • 2,456 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.