SPL
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Superior Planning, LLC’s Citigroup C Stock Holding History

Superior Planning, LLC’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
Q3 		$83.5K Buy
+645
New +$86.9K 0.03% 261

Other funds holding C

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Superior Planning, LLC's C Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Citigroup (C) in Q3 2026: 645 shares worth $83.5K. The stake represents 0.03% of the portfolio and ranks #261 among its holdings.

1,949 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Superior Planning, LLC held 645 shares of Citigroup worth $83.5K as of Q3 2026.
  • Citigroup was a new Superior Planning, LLC position in Q3 2026.
  • Citigroup made up 0.03% of Superior Planning, LLC's portfolio in Q3 2026, its #261 holding.
  • 1,949 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.