LMFP
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Larry Mathis Financial Planning’s Citigroup C Stock Holding History

Larry Mathis Financial 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
Q2 		$894K Sell
6,390
-845
-12% -$110K 0.68% 36
2026
Q1 		$821K Sell
7,235
-132
-2% -$15K 0.74% 29
2025
Q4 		$860K Buy
+7,367
New +$765K 0.76% 34

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Larry Mathis Financial Planning's C Position: Q2 2026 in Review

Larry Mathis Financial Planning reduced its Citigroup (C) stake by 12% in Q2 2026, selling an estimated $110K and leaving 6,390 shares worth $894K. The position accounts for 0.68% of the portfolio, ranked #36.

Larry Mathis Financial Planning first reported a position in C in Q4 2025 and has held it in 3 quarters since. 2,620 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Larry Mathis Financial Planning held 6,390 shares of Citigroup worth $894K as of Q2 2026.
  • Larry Mathis Financial Planning sold 845 Citigroup shares in Q2 2026, an estimated $110K.
  • Citigroup made up 0.68% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #36 holding.
  • Larry Mathis Financial Planning first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • 2,620 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.