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Kingswood Wealth Advisors’s Citigroup C Stock Holding History

Kingswood Wealth Advisors’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 		$2.18M Sell
15,609
-83
-0.5% -$10.8K 0.09% 240
2026
Q1 		$1.78M Buy
15,692
+493
+3% +$56.1K 0.08% 259
2025
Q4 		$1.77M Buy
15,199
+3,643
+32% +$378K 0.09% 237
2025
Q3 		$1.17M Buy
11,556
+743
+7% +$70.5K 0.07% 283
2025
Q2 		$920K Sell
10,813
-534
-5% -$38.6K 0.07% 279
2025
Q1 		$805K Buy
11,347
+107
+1% +$8.16K 0.07% 294
2024
Q4 		$791K Sell
11,240
-19,654
-64% -$1.32M 0.06% 324
2024
Q3 		$1.93M Buy
30,894
+5,991
+24% +$370K 0.14% 172
2024
Q2 		$1.58M Sell
24,903
-4,838
-16% -$298K 0.14% 146
2024
Q1 		$1.88M Sell
29,741
-3,129
-10% -$174K 0.22% 114
2023
Q4 		$1.69M Buy
+32,870
New +$1.46M 0.19% 124

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

Kingswood Wealth Advisors's C Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Citigroup (C) stake by 0.53% in Q2 2026, selling an estimated $10.8K and leaving 15,609 shares worth $2.18M. The position accounts for 0.09% of the portfolio, ranked #240.

Kingswood Wealth Advisors first reported a position in C in Q4 2023 and has held it in 11 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Kingswood Wealth Advisors held 15,609 shares of Citigroup worth $2.18M as of Q2 2026.
  • Kingswood Wealth Advisors sold 83 Citigroup shares in Q2 2026, an estimated $10.8K.
  • Citigroup made up 0.09% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #240 holding.
  • Kingswood Wealth Advisors first reported a position in Citigroup in Q4 2023 and has held it in 11 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.