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 $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.