CFFP
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Center for Financial Planning’s Citigroup C Stock Holding History

Center for Financial Planning’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 		$19K Hold
136
– – ﹤0.01% 430
2026
Q1 		$15.4K Hold
136
– – ﹤0.01% 444
2025
Q4 		$15.9K Sell
136
-12
-8% -$1.25K ﹤0.01% 441
2025
Q3 		$15K Buy
148
+12
+9% +$1.14K ﹤0.01% 455
2025
Q2 		$11.6K Buy
136
+93
+216% +$6.72K ﹤0.01% 454
2025
Q1 		$3.05K Buy
43
+7
+19% +$534 ﹤0.01% 565
2024
Q4 		$2.54K Hold
36
– – ﹤0.01% 523
2024
Q3 		$2.25K Hold
36
– – ﹤0.01% 492
2024
Q2 		$2.29K Sell
36
-45
-56% -$2.77K ﹤0.01% 493
2024
Q1 		$5.12K Buy
81
+45
+125% +$2.5K ﹤0.01% 473
2023
Q4 		$1.85K Buy
36
+32
+800% +$1.42K ﹤0.01% 462
2023
Q3 		$165 Hold
4
– – ﹤0.01% 508
2023
Q2 		$185 Hold
4
– – ﹤0.01% 556
2023
Q1 		$188 Sell
4
-190
-98% -$9.32K ﹤0.01% 519
2022
Q4 		$8.78K Sell
194
-700
-78% -$31.8K ﹤0.01% 370
2022
Q3 		$37K Hold
894
– – 0.01% 233
2022
Q2 		$41K Hold
894
– – 0.01% 232
2022
Q1 		$48K Buy
894
+4
+0.4% +$247 0.01% 231
2021
Q4 		$54K Sell
890
-205
-19% -$13.6K 0.01% 218
2021
Q3 		$77K Hold
1,095
– – 0.02% 180
2021
Q2 		$77K Hold
1,095
– – 0.02% 179
2021
Q1 		$80K Hold
1,095
– – 0.02% 176
2020
Q4 		$68K Hold
1,095
– – 0.02% 180
2020
Q3 		$47K Buy
1,095
+190
+21% +$9.46K 0.02% 189
2020
Q2 		$46K Sell
905
-345
-28% -$16.4K 0.02% 190
2020
Q1 		$53K Buy
1,250
+530
+74% +$35.6K 0.02% 167
2019
Q4 		$58K Buy
+720
New +$53.2K 0.01% 172

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Center for Financial Planning's C Position: Q2 2026 in Review

Center for Financial Planning held its Citigroup (C) position steady in Q2 2026 at 136 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

Center for Financial Planning first reported a position in C in Q4 2019 and has held it in 27 quarters since. The position peaked at $80K in Q1 2021. 803 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Center for Financial Planning held 136 shares of Citigroup worth $19K as of Q2 2026.
  • Center for Financial Planning left its Citigroup share count unchanged in Q2 2026.
  • Citigroup made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #430 holding.
  • Center for Financial Planning first reported a position in Citigroup in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Citigroup position peaked at $80K in Q1 2021.
  • 803 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.