Creative Planning’s Citigroup C Stock Holding History

Creative 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
2022 Q2	–	Sell	-1,900	Closed	-$4K	–	2316
2022 Q1	$4K	Buy	+1,900	New	+$117K	﹤0.01%	2253
2021 Q2	–	Sell	-517,500	Closed	-$3.65M	–	2147
2021 Q1	$3.65M	Sell	517,500 -100,000	-16%	-$6.68M	0.01%	495
2020 Q4	$2.3M	Buy	617,500 +109,500	+22%	+$5.57M	0.01%	618
2020 Q3	$495K	Buy	508,000 +500	+0.1%	+$24.9K	﹤0.01%	1145
2020 Q2	$1.35M	Buy	+507,500	New	+$24.1M	﹤0.01%	636
2019 Q3	–	Sell	-800	Closed	-$2K	–	2011
2019 Q2	$2K	Hold	800	–	–	﹤0.01%	1973
2019 Q1	$1K	Buy	+800	New	+$49.7K	﹤0.01%	1951
2018 Q4	–	Sell	-1,800	Closed	-$7K	–	1970
2018 Q3	$7K	Sell	1,800 -500	-22%	-$35.4K	﹤0.01%	2002
2018 Q2	$9K	Buy	2,300 +100	+5%	+$6.88K	﹤0.01%	1957
2018 Q1	$9K	Buy	+2,200	New	+$165K	﹤0.01%	1941
2015 Q4	–	Sell	-25,000	Closed	-$2K	–	4414
2015 Q3	$2K	Buy	25,000 +5,000	+25%	+$273K	﹤0.01%	3918
2015 Q2	$13K	Buy	+20,000	New	+$1.09M	﹤0.01%	1084
2015 Q1	–	Sell	-800	Closed	-$2K	–	4221
2014 Q4	$2K	Hold	800	–	–	﹤0.01%	3794
2014 Q3	$2K	Hold	800	–	–	﹤0.01%	3635
2014 Q2	$1K	Hold	800	–	–	﹤0.01%	3614
2014 Q1	$2K	Buy	+800	New	+$39.8K	﹤0.01%	3344

Other funds holding C

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's C Position: Q1 2026 in Review

Creative Planning reduced its Citigroup (C) stake by 8% in Q1 2026, selling an estimated $3.65M and leaving 369,286 shares worth $41.9M. The position accounts for 0.03% of the portfolio, ranked #248.

Creative Planning first reported a position in C in Q2 2013 and has held it in 52 quarters since. The position peaked at $46.8M in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Creative Planning held 369,286 shares of Citigroup worth $41.9M as of Q1 2026.
Creative Planning sold 32,035 Citigroup shares in Q1 2026, an estimated $3.65M.
Citigroup made up 0.03% of Creative Planning's portfolio in Q1 2026, its #248 holding.
Creative Planning first reported a position in Citigroup in Q2 2013 and has held it in 52 quarters since.
Creative Planning's Citigroup position peaked at $46.8M in Q4 2025.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.