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Kovack Advisors’s Citigroup C Stock Holding History

Kovack 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
2023
Q1 		– Sell
-1
Closed -$5 – 612
2022
Q4 		$5 Buy
+1
New +$45 ﹤0.01% 574
2019
Q4 		– Sell
-1
Closed -$1K – 492
2019
Q3 		$1K Hold
1
– – ﹤0.01% 501
2019
Q2 		$1K Hold
1
– – ﹤0.01% 469
2019
Q1 		$1K Hold
1
– – ﹤0.01% 451
2018
Q4 		$1K Buy
+1
New +$63 ﹤0.01% 418

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Kovack Advisors's C Position: Q2 2026 in Review

Kovack Advisors increased its Citigroup (C) stake by 26% in Q2 2026, buying an estimated $423K and bringing the position to 15,748 shares worth $2.21M. The position accounts for 0.11% of the portfolio, ranked #190.

Kovack Advisors first reported a position in C in Q4 2017 and has held it in 32 quarters since. 1,054 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Kovack Advisors held 15,748 shares of Citigroup worth $2.21M as of Q2 2026.
  • Kovack Advisors bought 3,248 Citigroup shares in Q2 2026, an estimated $423K.
  • Citigroup made up 0.11% of Kovack Advisors's portfolio in Q2 2026, its #190 holding.
  • Kovack Advisors first reported a position in Citigroup in Q4 2017 and has held it in 32 quarters since.
  • 1,054 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.