BPI
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BFC Planning, Inc.’s Citigroup C Stock Holding History

BFC Planning, Inc.’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 		$1M Buy
7,168
+282
+4% +$36.7K 0.04% 398
2026
Q1 		$781K Buy
6,886
+870
+14% +$99.1K 0.03% 429
2025
Q4 		$702K Sell
6,016
-176
-3% -$18.3K 0.03% 454
2025
Q3 		$629K Buy
6,192
+390
+7% +$37K 0.05% 326
2025
Q2 		$494K Sell
5,802
-118
-2% -$8.53K 0.04% 362
2025
Q1 		$420K Sell
5,920
-2,287
-28% -$174K 0.04% 375
2024
Q4 		$578K Buy
+8,207
New +$553K 0.05% 300

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BFC Planning, Inc.'s C Position: Q2 2026 in Review

BFC Planning, Inc. increased its Citigroup (C) stake by 4.1% in Q2 2026, buying an estimated $36.7K and bringing the position to 7,168 shares worth $1M. The position accounts for 0.04% of the portfolio, ranked #398.

BFC Planning, Inc. first reported a position in C in Q4 2024 and has held it in 7 quarters since. 2,658 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • BFC Planning, Inc. held 7,168 shares of Citigroup worth $1M as of Q2 2026.
  • BFC Planning, Inc. bought 282 Citigroup shares in Q2 2026, an estimated $36.7K.
  • Citigroup made up 0.04% of BFC Planning, Inc.'s portfolio in Q2 2026, its #398 holding.
  • BFC Planning, Inc. first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
  • 2,658 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.