Falcon Wealth Planning’s Citigroup C Stock Holding History

Falcon Wealth 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	$390K	Sell	2,788 -470	-14%	-$61.2K	0.02%	165
2026 Q1	$370K	Buy	3,258 +58	+2%	+$6.61K	0.03%	155
2025 Q4	$373K	Buy	3,200 +697	+28%	+$72.4K	0.03%	147
2025 Q3	$254K	Sell	2,503 -200	-7%	-$19K	0.02%	164
2025 Q2	$230K	Buy	+2,703	New	+$195K	0.02%	159
2024 Q1	–	Sell	-4,072	Closed	-$209K	–	135
2023 Q4	$209K	Buy	+4,072	New	+$180K	0.04%	124

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

Falcon Wealth Planning's C Position: Q2 2026 in Review

Falcon Wealth Planning reduced its Citigroup (C) stake by 14% in Q2 2026, selling an estimated $61.2K and leaving 2,788 shares worth $390K. The position accounts for 0.02% of the portfolio, ranked #165.

Falcon Wealth Planning first reported a position in C in Q4 2023 and has held it in 6 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

Falcon Wealth Planning held 2,788 shares of Citigroup worth $390K as of Q2 2026.
Falcon Wealth Planning sold 470 Citigroup shares in Q2 2026, an estimated $61.2K.
Citigroup made up 0.02% of Falcon Wealth Planning's portfolio in Q2 2026, its #165 holding.
Falcon Wealth Planning first reported a position in Citigroup in Q4 2023 and has held it in 6 quarters since.
2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.