JRPIM
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Journey Retirement Planning & Investment Management’s Citigroup C Stock Holding History

Journey Retirement Planning & Investment Management’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 		$315K Buy
2,253
+210
+10% +$27.3K 0.25% 111
2026
Q1 		$232K Sell
2,043
-4,397
-68% -$501K 0.2% 121
2025
Q4 		$751K Buy
+6,440
New +$669K 0.15% 124

Other funds holding C

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Journey Retirement Planning & Investment Management's C Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its Citigroup (C) stake by 10% in Q2 2026, buying an estimated $27.3K and bringing the position to 2,253 shares worth $315K. The position accounts for 0.25% of the portfolio, ranked #111.

Journey Retirement Planning & Investment Management first reported a position in C in Q4 2025 and has held it in 3 quarters since. The position peaked at $751K in Q4 2025. 1,327 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 2,253 shares of Citigroup worth $315K as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 210 Citigroup shares in Q2 2026, an estimated $27.3K.
  • Citigroup made up 0.25% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #111 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Citigroup position peaked at $751K in Q4 2025.
  • 1,327 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.