Holistic Planning’s Citigroup C Stock Holding History

Holistic 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 Q3	$228K	Buy	+1,758	New	+$237K	0.03%	322

Other funds holding C

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Holistic Planning's C Position: Q3 2026 in Review

Holistic Planning opened a new position in Citigroup (C) in Q3 2026: 1,758 shares worth $228K. The stake represents 0.03% of the portfolio and ranks #322 among its holdings.

1,332 funds tracked by Wall St. Rank hold C as of Q3 2026.

Holistic Planning held 1,758 shares of Citigroup worth $228K as of Q3 2026.
Citigroup was a new Holistic Planning position in Q3 2026.
Citigroup made up 0.03% of Holistic Planning's portfolio in Q3 2026, its #322 holding.
1,332 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Holistic Planning's 13F filing for Q3 2026, filed 4 Nov 2026.