LPL Financial’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $325M | Buy |
2,322,820
+90,182
| +4% | +$11.7M | 0.07% | 270 |
|
|
2026
Q1 | $253M | Buy |
2,232,638
+62,116
| +3% | +$7.07M | 0.07% | 283 |
|
|
2025
Q4 | $253M | Buy |
2,170,522
+61,892
| +3% | +$6.43M | 0.07% | 272 |
|
|
2025
Q3 | $214M | Buy |
2,108,630
+238,419
| +13% | +$22.6M | 0.06% | 289 |
|
|
2025
Q2 | $159M | Buy |
1,870,211
+69,605
| +4% | +$5.03M | 0.05% | 325 |
|
|
2025
Q1 | $128M | Buy |
1,800,606
+196,048
| +12% | +$14.9M | 0.05% | 346 |
|
|
2024
Q4 | $113M | Buy |
1,604,558
+185,835
| +13% | +$12.5M | 0.05% | 362 |
|
|
2024
Q3 | $88.8M | Buy |
1,418,723
+61,121
| +5% | +$3.78M | 0.04% | 416 |
|
|
2024
Q2 | $86.2M | Buy |
1,357,602
+177,953
| +15% | +$11M | 0.04% | 386 |
|
|
2024
Q1 | $74.6M | Buy |
1,179,649
+208,370
| +21% | +$11.6M | 0.04% | 415 |
|
|
2023
Q4 | $50M | Buy |
971,279
+130,996
| +16% | +$5.8M | 0.03% | 499 |
|
|
2023
Q3 | $34.6M | Buy |
840,283
+4,130
| +0.5% | +$181K | 0.02% | 586 |
|
|
2023
Q2 | $38.5M | Buy |
836,153
+63,972
| +8% | +$3M | 0.03% | 523 |
|
|
2023
Q1 | $36.2M | Buy |
772,181
+83,021
| +12% | +$4.07M | 0.03% | 508 |
|
|
2022
Q4 | $31.2M | Sell |
689,160
-8,169
| -1% | -$371K | 0.03% | 526 |
|
|
2022
Q3 | $29.1M | Buy |
697,329
+53,753
| +8% | +$2.66M | 0.03% | 503 |
|
|
2022
Q2 | $29.6M | Buy |
643,576
+24,300
| +4% | +$1.22M | 0.03% | 488 |
|
|
2022
Q1 | $33.1M | Sell |
619,276
-57,574
| -9% | -$3.56M | 0.03% | 482 |
|
|
2021
Q4 | $40.9M | Buy |
676,850
+1,839
| +0.3% | +$122K | 0.03% | 411 |
|
|
2021
Q3 | $47.4M | Sell |
675,011
-29,115
| -4% | -$2.04M | 0.04% | 355 |
|
|
2021
Q2 | $49.8M | Buy |
704,126
+75,521
| +12% | +$5.59M | 0.05% | 331 |
|
|
2021
Q1 | $45.7M | Buy |
628,605
+49,264
| +9% | +$3.29M | 0.05% | 320 |
|
|
2020
Q4 | $35.7M | Buy |
579,341
+27,158
| +5% | +$1.38M | 0.05% | 320 |
|
|
2020
Q3 | $23.8M | Sell |
552,183
-1,633
| -0.3% | -$81.4K | 0.04% | 366 |
|
|
2020
Q2 | $28.3M | Buy |
553,816
+79,453
| +17% | +$3.77M | 0.05% | 290 |
|
|
2020
Q1 | $20M | Sell |
474,363
-24,848
| -5% | -$1.67M | 0.04% | 317 |
|
|
2019
Q4 | $39.9M | Buy |
499,211
+16,118
| +3% | +$1.19M | 0.07% | 224 |
|
|
2019
Q3 | $33.4M | Buy |
483,093
+18,241
| +4% | +$1.24M | 0.07% | 237 |
|
|
2019
Q2 | $32.6M | Sell |
464,852
-9,562
| -2% | -$640K | 0.07% | 236 |
|
|
2019
Q1 | $29.5M | Buy |
474,414
+9,398
| +2% | +$584K | 0.07% | 250 |
|
|
2018
Q4 | $24.2M | Sell |
465,016
-1,753
| -0.4% | -$111K | 0.06% | 251 |
|
|
2018
Q3 | $33.5M | Buy |
466,769
+19,015
| +4% | +$1.34M | 0.08% | 214 |
|
|
2018
Q2 | $30M | Sell |
447,754
-42,974
| -9% | -$2.96M | 0.08% | 208 |
|
|
2018
Q1 | $33.1M | Buy |
490,728
+110,394
| +29% | +$8.3M | 0.09% | 194 |
|
|
2017
Q4 | $28.3M | Buy |
380,334
+32,934
| +9% | +$2.44M | 0.09% | 201 |
|
|
2017
Q3 | $25.3M | Buy |
347,400
+44,711
| +15% | +$3.05M | 0.09% | 194 |
|
|
2017
Q2 | $20.2M | Buy |
302,689
+212,437
| +235% | +$13M | 0.08% | 214 |
|
|
2017
Q1 | $5.39M | Sell |
90,252
-5,270
| -6% | -$312K | 0.04% | 404 |
|
|
2016
Q4 | $5.79M | Buy |
95,522
+12,411
| +15% | +$670K | 0.04% | 353 |
|
|
2016
Q3 | $3.97M | Buy |
83,111
+10,069
| +14% | +$458K | 0.04% | 465 |
|
|
2016
Q2 | $3M | Sell |
73,042
-278,315
| -79% | -$12.3M | 0.03% | 561 |
|
|
2016
Q1 | $14.6M | Sell |
351,357
-72,905
| -17% | -$3.05M | 0.04% | 342 |
|
|
2015
Q4 | $21.6M | Buy |
424,262
+184,460
| +77% | +$9.79M | 0.06% | 267 |
|
|
2015
Q3 | $12.3M | Buy |
239,802
+9,446
| +4% | +$516K | 0.07% | 249 |
|
|
2015
Q2 | $12.7M | Sell |
230,356
-6,747
| -3% | -$367K | 0.06% | 264 |
|
|
2015
Q1 | $12.2M | Sell |
237,103
-19,752
| -8% | -$1.01M | 0.06% | 268 |
|
|
2014
Q4 | $13.9M | Buy |
256,855
+22,067
| +9% | +$1.17M | 0.08% | 232 |
|
|
2014
Q3 | $12M | Buy |
234,788
+45,909
| +24% | +$2.31M | 0.07% | 246 |
|
|
2014
Q2 | $8.9M | Sell |
188,879
-23,412
| -11% | -$1.11M | 0.05% | 302 |
|
|
2014
Q1 | $10.1M | Buy |
212,291
+990
| +0.5% | +$49.3K | 0.06% | 273 |
|
|
2013
Q4 | $11M | Buy |
211,301
+41,465
| +24% | +$2.1M | 0.07% | 245 |
|
|
2013
Q3 | $8.42M | Buy |
169,836
+2,016
| +1% | +$102K | 0.06% | 286 |
|
|
2013
Q2 | $8.05M | Buy |
+167,820
| New | +$8.07M | 0.06% | 268 |
|
Other funds holding C
LPL Financial's C Position: Q2 2026 in Review
LPL Financial increased its Citigroup (C) stake by 4% in Q2 2026, buying an estimated $11.7M and bringing the position to 2,322,820 shares worth $325M. The position accounts for 0.07% of the portfolio, ranked #270.
LPL Financial first reported a position in C in Q2 2013 and has held it in 53 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.
- LPL Financial held 2,322,820 shares of Citigroup worth $325M as of Q2 2026.
- LPL Financial bought 90,182 Citigroup shares in Q2 2026, an estimated $11.7M.
- Citigroup made up 0.07% of LPL Financial's portfolio in Q2 2026, its #270 holding.
- LPL Financial first reported a position in Citigroup in Q2 2013 and has held it in 53 quarters since.
- 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.