KPP Advisory Services’s Citigroup C Stock Holding History

KPP Advisory Services’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	$1.67M	Sell	11,963 -1,717	-13%	-$224K	0.21%	102
2026 Q1	$1.55M	Sell	13,680 -6,619	-33%	-$754K	0.23%	101
2025 Q4	$2.37M	Sell	20,299 -1,611	-7%	-$167K	0.34%	69
2025 Q3	$2.22M	Sell	21,910 -1,767	-7%	-$168K	0.33%	68
2025 Q2	$2.02M	Buy	23,677 +262	+1%	+$18.9K	0.33%	68
2025 Q1	$1.66M	Buy	+23,415	New	+$1.79M	0.32%	80

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KPP Advisory Services's C Position: Q2 2026 in Review

KPP Advisory Services reduced its Citigroup (C) stake by 13% in Q2 2026, selling an estimated $224K and leaving 11,963 shares worth $1.67M. The position accounts for 0.21% of the portfolio, ranked #102.

KPP Advisory Services first reported a position in C in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.37M in Q4 2025. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

KPP Advisory Services held 11,963 shares of Citigroup worth $1.67M as of Q2 2026.
KPP Advisory Services sold 1,717 Citigroup shares in Q2 2026, an estimated $224K.
Citigroup made up 0.21% of KPP Advisory Services's portfolio in Q2 2026, its #102 holding.
KPP Advisory Services first reported a position in Citigroup in Q1 2025 and has held it in 6 quarters since.
KPP Advisory Services's Citigroup position peaked at $2.37M in Q4 2025.
2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.