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
2018
Q4 		– Sell
-200
Closed -$1K – 384
2018
Q3 		$1K Buy
+200
New +$14.1K ﹤0.01% 386

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 $3.38T AUM 44.17% 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

Kingsview Wealth Management's C Position: Q2 2026 in Review

Kingsview Wealth Management increased its Citigroup (C) stake by 6.8% in Q2 2026, buying an estimated $160K and bringing the position to 19,297 shares worth $2.7M. The position accounts for 0.03% of the portfolio, ranked #492.

Kingsview Wealth Management first reported a position in C in Q3 2018 and has held it in 32 quarters since. The position peaked at $3.5M in Q3 2021. 2,648 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Kingsview Wealth Management held 19,297 shares of Citigroup worth $2.7M as of Q2 2026.
  • Kingsview Wealth Management bought 1,229 Citigroup shares in Q2 2026, an estimated $160K.
  • Citigroup made up 0.03% of Kingsview Wealth Management's portfolio in Q2 2026, its #492 holding.
  • Kingsview Wealth Management first reported a position in Citigroup in Q3 2018 and has held it in 32 quarters since.
  • Kingsview Wealth Management's Citigroup position peaked at $3.5M in Q3 2021.
  • 2,648 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.