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
Q2 		– Sell
-86
Closed -$9.75K – 60
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 $3.38T AUM 44.17% 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

Capital & Planning LLC's C Position: Q2 2026 in Review

Capital & Planning LLC sold out of Citigroup (C) in Q2 2026, closing a stake of 86 shares — an estimated $9.75K sold.

Capital & Planning LLC first reported a position in C in Q4 2024 and held it in 2 quarters. The position peaked at $9.75K in Q1 2026. 2,648 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Capital & Planning LLC reported no remaining Citigroup position as of Q2 2026 after selling out during the quarter.
  • Capital & Planning LLC sold 86 Citigroup shares in Q2 2026, an estimated $9.75K.
  • Capital & Planning LLC first reported a position in Citigroup in Q4 2024 and held it in 2 quarters.
  • Capital & Planning LLC's Citigroup position peaked at $9.75K in Q1 2026.
  • 2,648 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.