BankPlus Wealth Management
C icon

BankPlus Wealth Management’s Citigroup C Stock Holding History

BankPlus Wealth Management’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 		$923K Sell
7,123
-26
-0.4% -$3.5K 0.4% 40
2026
Q2 		$1M Buy
7,149
+992
+16% +$129K 0.45% 37
2026
Q1 		$698K Buy
+6,157
New +$701K 0.36% 49

Other funds holding C

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
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
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

BankPlus Wealth Management's C Position: Q3 2026 in Review

BankPlus Wealth Management reduced its Citigroup (C) stake by 0.36% in Q3 2026, selling an estimated $3.5K and leaving 7,123 shares worth $923K. The position accounts for 0.4% of the portfolio, ranked #40.

BankPlus Wealth Management first reported a position in C in Q1 2026 and has held it in 3 quarters since. The position peaked at $1M in Q2 2026. 1,509 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • BankPlus Wealth Management held 7,123 shares of Citigroup worth $923K as of Q3 2026.
  • BankPlus Wealth Management sold 26 Citigroup shares in Q3 2026, an estimated $3.5K.
  • Citigroup made up 0.4% of BankPlus Wealth Management's portfolio in Q3 2026, its #40 holding.
  • BankPlus Wealth Management first reported a position in Citigroup in Q1 2026 and has held it in 3 quarters since.
  • BankPlus Wealth Management's Citigroup position peaked at $1M in Q2 2026.
  • 1,509 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on BankPlus Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.