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PDS Planning’s Citigroup C Stock Holding History

PDS 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
Q2 		$1.21M Buy
8,618
+725
+9% +$94.4K 0.07% 134
2026
Q1 		$895K Buy
7,893
+575
+8% +$65.5K 0.06% 158
2025
Q4 		$854K Buy
7,318
+197
+3% +$20.5K 0.06% 160
2025
Q3 		$723K Buy
7,121
+55
+0.8% +$5.22K 0.05% 183
2025
Q2 		$601K Buy
7,066
+228
+3% +$16.5K 0.04% 202
2025
Q1 		$485K Buy
6,838
+1,109
+19% +$84.6K 0.04% 216
2024
Q4 		$403K Buy
5,729
+12
+0.2% +$809 0.04% 223
2024
Q3 		$358K Sell
5,717
-290
-5% -$17.9K 0.03% 257
2024
Q2 		$381K Buy
6,007
+680
+13% +$41.9K 0.04% 219
2024
Q1 		$337K Buy
5,327
+831
+18% +$46.2K 0.04% 232
2023
Q4 		$231K Buy
+4,496
New +$199K 0.03% 297
2023
Q3 		– Sell
-7,645
Closed -$352K – 340
2023
Q2 		$352K Buy
7,645
+926
+14% +$43.4K 0.05% 187
2023
Q1 		$315K Buy
+6,719
New +$330K 0.04% 187

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

PDS Planning's C Position: Q2 2026 in Review

PDS Planning increased its Citigroup (C) stake by 9.2% in Q2 2026, buying an estimated $94.4K and bringing the position to 8,618 shares worth $1.21M. The position accounts for 0.07% of the portfolio, ranked #134.

PDS Planning first reported a position in C in Q1 2023 and has held it in 13 quarters since. 2,629 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • PDS Planning held 8,618 shares of Citigroup worth $1.21M as of Q2 2026.
  • PDS Planning bought 725 Citigroup shares in Q2 2026, an estimated $94.4K.
  • Citigroup made up 0.07% of PDS Planning's portfolio in Q2 2026, its #134 holding.
  • PDS Planning first reported a position in Citigroup in Q1 2023 and has held it in 13 quarters since.
  • 2,629 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.