Next Level Wealth Planning
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Next Level Wealth Planning’s Citigroup C Stock Holding History

Next Level Wealth Planning’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
Q3 		$17.5K Buy
+135
New +$18.2K 0.01% 283

Other funds holding C

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Next Level Wealth Planning's C Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Citigroup (C) in Q3 2026: 135 shares worth $17.5K. The stake represents 0.01% of the portfolio and ranks #283 among its holdings.

1,509 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Next Level Wealth Planning held 135 shares of Citigroup worth $17.5K as of Q3 2026.
  • Citigroup was a new Next Level Wealth Planning position in Q3 2026.
  • Citigroup made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #283 holding.
  • 1,509 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.