LPL Financial
C icon

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
Q1 		$3.84M Sell
33,900
-3,900
-10% -$444K ﹤0.01% 2871
2025
Q4 		$4.41M Sell
37,800
-2,600
-6% -$270K ﹤0.01% 2641
2025
Q3 		$4.1M Sell
40,400
-41,700
-51% -$3.96M ﹤0.01% 2649
2025
Q2 		$6.99M Buy
82,100
+34,800
+74% +$2.52M ﹤0.01% 2027
2025
Q1 		$3.36M Sell
47,300
-70,100
-60% -$5.35M ﹤0.01% 2470
2024
Q4 		$8.26M Sell
117,400
-33,500
-22% -$2.26M ﹤0.01% 1682
2024
Q3 		$9.45M Buy
150,900
+16,800
+13% +$1.04M ﹤0.01% 1504
2024
Q2 		$8.51M Buy
134,100
+132,561
+8,613% +$8.17M ﹤0.01% 1480
2024
Q1 		$9.73M Sell
1,539
-56,661
-97% -$3.15M 0.01% 1347
2023
Q4 		$2.99M Buy
+58,200
New +$2.58M ﹤0.01% 2081
2023
Q3 		– Sell
-8,000
Closed -$368K – 4702
2023
Q2 		$368K Buy
+8,000
New +$375K ﹤0.01% 3695
2017
Q4 		– Sell
-22,800
Closed -$1.66M – 3029
2017
Q3 		$1.66M Buy
+22,800
New +$1.56M 0.01% 1101

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial's C Position: Q1 2026 in Review

LPL Financial increased its Citigroup (C) stake by 2.9% in Q1 2026, buying an estimated $7.07M and bringing the position to 2,232,638 shares worth $253M. The position accounts for 0.07% of the portfolio, ranked #283.

LPL Financial first reported a position in C in Q2 2013 and has held it in 52 quarters since. The position peaked at $253M in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • LPL Financial held 2,232,638 shares of Citigroup worth $253M as of Q1 2026.
  • LPL Financial bought 62,116 Citigroup shares in Q1 2026, an estimated $7.07M.
  • Citigroup made up 0.07% of LPL Financial's portfolio in Q1 2026, its #283 holding.
  • LPL Financial first reported a position in Citigroup in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's Citigroup position peaked at $253M in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.