LPL Financial’s Citigroup C Stock Holding History

LPL 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	$3.5M	Buy	25,000 +20,500	+456%	+$2.67M	﹤0.01%	3141
2026 Q1	$510K	Hold	4,500	–	–	﹤0.01%	4731
2025 Q4	$525K	Hold	4,500	–	–	﹤0.01%	4663
2025 Q3	$457K	Buy	4,500 +2,000	+80%	+$190K	﹤0.01%	4701
2025 Q2	$213K	Sell	2,500 -4,300	-63%	-$311K	﹤0.01%	5044
2025 Q1	$483K	Buy	+6,800	New	+$519K	﹤0.01%	4207

Other funds holding C

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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. 2,635 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.
2,635 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.