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
2021 Q4	–	Sell	-4,000	Closed	-$1K	–	2103
2021 Q3	$1K	Buy	+4,000	New	+$280K	﹤0.01%	2106
2020 Q2	–	Sell	-300	Closed	-$1K	–	2030
2020 Q1	$1K	Buy	+300	New	+$20.1K	﹤0.01%	1840
2015 Q4	–	Sell	-3,000	Closed	-$4K	–	4415
2015 Q3	$4K	Sell	3,000 -7,000	-70%	-$382K	﹤0.01%	3697
2015 Q2	$24K	Buy	+10,000	New	+$544K	﹤0.01%	1062

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning's C Position: Q2 2026 in Review

Creative Planning increased its Citigroup (C) stake by 3.7% in Q2 2026, buying an estimated $1.78M and bringing the position to 382,940 shares worth $53.6M. The position accounts for 0.03% of the portfolio, ranked #228.

Creative Planning first reported a position in C in Q2 2013 and has held it in 53 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

Creative Planning held 382,940 shares of Citigroup worth $53.6M as of Q2 2026.
Creative Planning bought 13,654 Citigroup shares in Q2 2026, an estimated $1.78M.
Citigroup made up 0.03% of Creative Planning's portfolio in Q2 2026, its #228 holding.
Creative Planning first reported a position in Citigroup in Q2 2013 and has held it in 53 quarters since.
2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.