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Meramec Financial Planners’s Citigroup C Stock Holding History

Meramec Financial Planners’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 		$311K Sell
2,339
-174
-7% -$22.7K 0.11% 95
2026
Q1 		$334K Sell
2,513
-9
-0.4% -$1.02K 0.13% 81
2025
Q4 		$309K Buy
+2,522
New +$262K 0.12% 93

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Meramec Financial Planners's C Position: Q2 2026 in Review

Meramec Financial Planners reduced its Citigroup (C) stake by 6.9% in Q2 2026, selling an estimated $22.7K and leaving 2,339 shares worth $311K. The position accounts for 0.11% of the portfolio, ranked #95.

Meramec Financial Planners first reported a position in C in Q4 2025 and has held it in 3 quarters since. The position peaked at $334K in Q1 2026. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Meramec Financial Planners held 2,339 shares of Citigroup worth $311K as of Q2 2026.
  • Meramec Financial Planners sold 174 Citigroup shares in Q2 2026, an estimated $22.7K.
  • Citigroup made up 0.11% of Meramec Financial Planners's portfolio in Q2 2026, its #95 holding.
  • Meramec Financial Planners first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • Meramec Financial Planners's Citigroup position peaked at $334K in Q1 2026.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.