API
C icon

Asset Planning Inc’s Citigroup C Stock Holding History

Asset Planning Inc’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 		$1.13M Hold
8,070
– – 0.73% 30
2026
Q1 		$915K Hold
8,070
– – 0.65% 32
2025
Q4 		$942K Hold
8,070
– – 0.66% 28
2025
Q3 		$819K Hold
8,070
– – 0.59% 34
2025
Q2 		$687K Hold
8,070
– – 0.52% 40
2025
Q1 		$573K Buy
+8,070
New +$615K 0.45% 41

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

Asset Planning Inc's C Position: Q2 2026 in Review

Asset Planning Inc held its Citigroup (C) position steady in Q2 2026 at 8,070 shares worth $1.13M. The position accounts for 0.73% of the portfolio, ranked #30.

Asset Planning Inc first reported a position in C in Q1 2025 and has held it in 6 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Asset Planning Inc held 8,070 shares of Citigroup worth $1.13M as of Q2 2026.
  • Asset Planning Inc left its Citigroup share count unchanged in Q2 2026.
  • Citigroup made up 0.73% of Asset Planning Inc's portfolio in Q2 2026, its #30 holding.
  • Asset Planning Inc first reported a position in Citigroup in Q1 2025 and has held it in 6 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.