TKG Advisors’s Citigroup C Stock Holding History

TKG 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	$7.77M	Sell	55,523 -1,526	-3%	-$199K	2.7%	8
2026 Q1	$6.47M	Sell	57,049 -555	-1%	-$63.2K	2.67%	10
2025 Q4	$6.72M	Buy	57,604 +34,256	+147%	+$3.56M	2.71%	9
2025 Q3	$2.37M	Buy	+23,348	New	+$2.22M	1.02%	35

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

TKG Advisors's C Position: Q2 2026 in Review

TKG Advisors reduced its Citigroup (C) stake by 2.7% in Q2 2026, selling an estimated $199K and leaving 55,523 shares worth $7.77M. The position accounts for 2.7% of the portfolio, ranked #8.

TKG Advisors first reported a position in C in Q3 2025 and has held it in 4 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

TKG Advisors held 55,523 shares of Citigroup worth $7.77M as of Q2 2026.
TKG Advisors sold 1,526 Citigroup shares in Q2 2026, an estimated $199K.
Citigroup made up 2.7% of TKG Advisors's portfolio in Q2 2026, its #8 holding.
TKG Advisors first reported a position in Citigroup in Q3 2025 and has held it in 4 quarters since.
2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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