Game Plan Financial Advisors
C icon

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
Q3 		$5.05K Buy
39
+24
+160% +$3.23K ﹤0.01% 280
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Game Plan Financial Advisors's C Position: Q3 2026 in Review

Game Plan Financial Advisors increased its Citigroup (C) stake by 160% in Q3 2026, buying an estimated $3.23K and bringing the position to 39 shares worth $5.05K. The position accounts for ﹤0.01% of the portfolio, ranked #280.

Game Plan Financial Advisors first reported a position in C in Q1 2021 and has held it in 7 quarters since. The position peaked at $853K in Q3 2021. 2,277 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Game Plan Financial Advisors held 39 shares of Citigroup worth $5.05K as of Q3 2026.
  • Game Plan Financial Advisors bought 24 Citigroup shares in Q3 2026, an estimated $3.23K.
  • Citigroup made up ﹤0.01% of Game Plan Financial Advisors's portfolio in Q3 2026, its #280 holding.
  • Game Plan Financial Advisors first reported a position in Citigroup in Q1 2021 and has held it in 7 quarters since.
  • Game Plan Financial Advisors's Citigroup position peaked at $853K in Q3 2021.
  • 2,277 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Game Plan Financial Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.