Litman Gregory Wealth Management’s Citigroup C Stock Holding History

Litman Gregory Wealth 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
2025 Q4	$34.4K	Buy	+295	New	+$30.6K	﹤0.01%	246
2021 Q2	–	Sell	-515	Closed	-$37K	–	88
2021 Q1	$37K	Hold	515	–	–	0.01%	109
2020 Q4	$32K	Hold	515	–	–	0.01%	112
2020 Q3	$22K	Buy	515 +295	+134%	+$14.7K	﹤0.01%	119
2020 Q2	$11K	Hold	220	–	–	﹤0.01%	129
2020 Q1	$9K	Hold	220	–	–	﹤0.01%	123
2019 Q4	$18K	Hold	220	–	–	﹤0.01%	128
2019 Q3	$15K	Hold	220	–	–	﹤0.01%	126
2019 Q2	$15K	Hold	220	–	–	﹤0.01%	146
2019 Q1	$14K	Hold	220	–	–	﹤0.01%	99
2018 Q4	$11K	Buy	+220	New	+$13.9K	﹤0.01%	110

Other funds holding C

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Litman Gregory Wealth Management's C Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Citigroup (C) in Q4 2025: 295 shares worth $34.4K. The stake represents ﹤0.01% of the portfolio and ranks #246 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in C as recently as Q1 2021.

Litman Gregory Wealth Management first reported a position in C in Q4 2018 and has held it in 11 quarters since. The position peaked at $37K in Q1 2021. 2,459 funds tracked by Wall St. Rank hold C as of Q4 2025.

Litman Gregory Wealth Management held 295 shares of Citigroup worth $34.4K as of Q4 2025.
Citigroup was a new Litman Gregory Wealth Management position in Q4 2025.
Citigroup made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #246 holding.
Litman Gregory Wealth Management first reported a position in Citigroup in Q4 2018 and has held it in 11 quarters since.
Litman Gregory Wealth Management's Citigroup position peaked at $37K in Q1 2021.
2,459 funds tracked by Wall St. Rank held Citigroup as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.