JRPIM
C icon

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
Q3 		$426K Buy
3,290
+1,037
+46% +$140K 0.31% 97
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

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Journey Retirement Planning & Investment Management's C Position: Q3 2026 in Review

Journey Retirement Planning & Investment Management increased its Citigroup (C) stake by 46% in Q3 2026, buying an estimated $140K and bringing the position to 3,290 shares worth $426K. The position accounts for 0.31% of the portfolio, ranked #97.

Journey Retirement Planning & Investment Management first reported a position in C in Q4 2025 and has held it in 4 quarters since. The position peaked at $751K in Q4 2025. 118 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Journey Retirement Planning & Investment Management held 3,290 shares of Citigroup worth $426K as of Q3 2026.
  • Journey Retirement Planning & Investment Management bought 1,037 Citigroup shares in Q3 2026, an estimated $140K.
  • Citigroup made up 0.31% of Journey Retirement Planning & Investment Management's portfolio in Q3 2026, its #97 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Citigroup in Q4 2025 and has held it in 4 quarters since.
  • Journey Retirement Planning & Investment Management's Citigroup position peaked at $751K in Q4 2025.
  • 118 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.