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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

BankPlus Wealth Management's C Position: Q2 2026 in Review

BankPlus Wealth Management increased its Citigroup (C) stake by 16% in Q2 2026, buying an estimated $129K and bringing the position to 7,149 shares worth $1M. The position accounts for 0.45% of the portfolio, ranked #37.

BankPlus Wealth Management first reported a position in C in Q1 2026 and has held it in 2 quarters since. 1,179 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • BankPlus Wealth Management held 7,149 shares of Citigroup worth $1M as of Q2 2026.
  • BankPlus Wealth Management bought 992 Citigroup shares in Q2 2026, an estimated $129K.
  • Citigroup made up 0.45% of BankPlus Wealth Management's portfolio in Q2 2026, its #37 holding.
  • BankPlus Wealth Management first reported a position in Citigroup in Q1 2026 and has held it in 2 quarters since.
  • 1,179 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.