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KMG Fiduciary Partners’s Citigroup C Stock Holding History

KMG Fiduciary Partners’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 		$2.55M Buy
18,204
+6,071
+50% +$790K 0.24% 82
2026
Q1 		$1.38M Buy
12,133
+477
+4% +$54.3K 0.1% 153
2025
Q4 		$1.36M Buy
11,656
+1,140
+11% +$118K 0.1% 152
2025
Q3 		$1.07M Sell
10,516
-161
-2% -$15.3K 0.07% 182
2025
Q2 		$909K Sell
10,677
-1,871
-15% -$135K 0.07% 190
2025
Q1 		$891K Sell
12,548
-27,824
-69% -$2.12M 0.07% 189
2024
Q4 		$2.84M Sell
40,372
-430
-1% -$29K 0.24% 99
2024
Q3 		$2.55M Buy
40,802
+182
+0.4% +$11.3K 0.22% 104
2024
Q2 		$2.58M Sell
40,620
-521
-1% -$32.1K 0.25% 86
2024
Q1 		$2.6M Sell
41,141
-8,955
-18% -$498K 0.27% 84
2023
Q4 		$2.58M Buy
50,096
+1,914
+4% +$84.7K 0.3% 83
2023
Q3 		$1.98M Buy
48,182
+1,711
+4% +$75.1K 0.26% 91
2023
Q2 		$2.14M Buy
46,471
+9,256
+25% +$434K 0.28% 87
2023
Q1 		$1.75M Buy
37,215
+14,675
+65% +$720K 0.25% 102
2022
Q4 		$1.02M Buy
22,540
+1,324
+6% +$60.1K 0.17% 120
2022
Q3 		$884K Buy
21,216
+1,005
+5% +$49.7K 0.17% 110
2022
Q2 		$930K Buy
20,211
+8,215
+68% +$411K 0.17% 109
2022
Q1 		$641K Buy
+11,996
New +$741K 0.1% 131
2020
Q2 		– Sell
-19,841
Closed -$836K – 131
2020
Q1 		$836K Buy
+19,841
New +$1.33M 0.27% 75

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

KMG Fiduciary Partners's C Position: Q2 2026 in Review

KMG Fiduciary Partners increased its Citigroup (C) stake by 50% in Q2 2026, buying an estimated $790K and bringing the position to 18,204 shares worth $2.55M. The position accounts for 0.24% of the portfolio, ranked #82.

KMG Fiduciary Partners first reported a position in C in Q1 2020 and has held it in 19 quarters since. The position peaked at $2.84M in Q4 2024. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • KMG Fiduciary Partners held 18,204 shares of Citigroup worth $2.55M as of Q2 2026.
  • KMG Fiduciary Partners bought 6,071 Citigroup shares in Q2 2026, an estimated $790K.
  • Citigroup made up 0.24% of KMG Fiduciary Partners's portfolio in Q2 2026, its #82 holding.
  • KMG Fiduciary Partners first reported a position in Citigroup in Q1 2020 and has held it in 19 quarters since.
  • KMG Fiduciary Partners's Citigroup position peaked at $2.84M in Q4 2024.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.