Game Plan Financial Advisors’s Citigroup C Stock Holding History

Game Plan Financial Advisors’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	$2.1K	Buy	+15	New	+$1.95K	﹤0.01%	304
2024 Q3	–	Sell	-1,000	Closed	-$63.5K	–	390
2024 Q2	$63.5K	Buy	+1,000	New	+$61.7K	0.03%	143
2022 Q1	–	Sell	-10,850	Closed	-$655K	–	109
2021 Q4	$655K	Sell	10,850 -1,300	-11%	-$86.4K	0.35%	62
2021 Q3	$853K	Buy	12,150 +450	+4%	+$31.5K	0.51%	58
2021 Q2	$828K	Buy	11,700 +1,175	+11%	+$86.9K	0.49%	55
2021 Q1	$769K	Buy	+10,525	New	+$703K	0.5%	55

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

Game Plan Financial Advisors's C Position: Q2 2026 in Review

Game Plan Financial Advisors opened a new position in Citigroup (C) in Q2 2026: 15 shares worth $2.1K. The stake represents ﹤0.01% of the portfolio and ranks #304 among its holdings. This is a return to the name: Game Plan Financial Advisors previously reported a position in C as recently as Q2 2024.

Game Plan Financial Advisors first reported a position in C in Q1 2021 and has held it in 6 quarters since. The position peaked at $853K in Q3 2021. 2,633 funds tracked by Wall St. Rank hold C as of Q2 2026.

Game Plan Financial Advisors held 15 shares of Citigroup worth $2.1K as of Q2 2026.
Citigroup was a new Game Plan Financial Advisors position in Q2 2026.
Citigroup made up ﹤0.01% of Game Plan Financial Advisors's portfolio in Q2 2026, its #304 holding.
Game Plan Financial Advisors first reported a position in Citigroup in Q1 2021 and has held it in 6 quarters since.
Game Plan Financial Advisors's Citigroup position peaked at $853K in Q3 2021.
2,633 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Game Plan Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.