LifePlan Financial’s Citigroup C Stock Holding History

LifePlan Financial’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	$937K	Sell	6,692 -1,023	-13%	-$133K	0.66%	46
2026 Q1	$875K	Sell	7,715 -2,668	-26%	-$304K	0.65%	52
2025 Q4	$1.21M	Sell	10,383 -1,156	-10%	-$120K	0.93%	32
2025 Q3	$1.17M	Sell	11,539 -763	-6%	-$72.4K	0.93%	33
2025 Q2	$1.05M	Sell	12,302 -1,569	-11%	-$113K	0.87%	33
2025 Q1	$985K	Sell	13,871 -189	-1%	-$14.4K	0.86%	35
2024 Q4	$990K	Sell	14,060 -973	-6%	-$65.6K	0.87%	32
2024 Q3	$941K	Sell	15,033 -478	-3%	-$29.6K	0.81%	38
2024 Q2	$984K	Sell	15,511 -670	-4%	-$41.3K	0.91%	32
2024 Q1	$1.02M	Buy	16,181 +1,982	+14%	+$110K	0.94%	31
2023 Q4	$730K	Buy	+14,199	New	+$629K	0.73%	43

Other funds holding C

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

LifePlan Financial's C Position: Q2 2026 in Review

LifePlan Financial reduced its Citigroup (C) stake by 13% in Q2 2026, selling an estimated $133K and leaving 6,692 shares worth $937K. The position accounts for 0.66% of the portfolio, ranked #46.

LifePlan Financial first reported a position in C in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.21M in Q4 2025. 1,179 funds tracked by Wall St. Rank hold C as of Q2 2026.

LifePlan Financial held 6,692 shares of Citigroup worth $937K as of Q2 2026.
LifePlan Financial sold 1,023 Citigroup shares in Q2 2026, an estimated $133K.
Citigroup made up 0.66% of LifePlan Financial's portfolio in Q2 2026, its #46 holding.
LifePlan Financial first reported a position in Citigroup in Q4 2023 and has held it in 11 quarters since.
LifePlan Financial's Citigroup position peaked at $1.21M in Q4 2025.
1,179 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.