CPL
C icon

Capital & Planning LLC’s Citigroup C Stock Holding History

Capital & 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
Q1 		$9.75K Buy
+86
New +$9.79K 0.01% 98
2025
Q1 		– Sell
-29
Closed -$2.04K – 52
2024
Q4 		$2.04K Buy
+29
New +$1.96K ﹤0.01% 162

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Capital & Planning LLC's C Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Citigroup (C) in Q1 2026: 86 shares worth $9.75K. The stake represents 0.01% of the portfolio and ranks #98 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in C as recently as Q4 2024.

Capital & Planning LLC first reported a position in C in Q4 2024 and has held it in 2 quarters since. 2,466 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Capital & Planning LLC held 86 shares of Citigroup worth $9.75K as of Q1 2026.
  • Citigroup was a new Capital & Planning LLC position in Q1 2026.
  • Citigroup made up 0.01% of Capital & Planning LLC's portfolio in Q1 2026, its #98 holding.
  • Capital & Planning LLC first reported a position in Citigroup in Q4 2024 and has held it in 2 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.