Plancorp LLC’s Citigroup C Stock Holding History

Plancorp LLC’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	$448K	Buy	3,187 +38	+1%	+$4.95K	0.01%	271
2026 Q1	$392K	Buy	3,149 +30	+1%	+$3.42K	0.01%	260
2025 Q4	$364K	Buy	3,119 +11	+0.4%	+$1.14K	0.01%	254
2025 Q3	$315K	Sell	3,108 -103	-3%	-$9.77K	0.01%	291
2025 Q2	$273K	Buy	3,211 +72	+2%	+$5.2K	0.01%	309
2025 Q1	$223K	Buy	+3,139	New	+$239K	0.01%	326
2015 Q4	–	Sell	-5,000	Closed	-$248K	–	81
2015 Q3	$248K	Hold	5,000	–	–	0.22%	81
2015 Q2	$276K	Buy	+5,000	New	+$272K	0.26%	59
2015 Q1	–	Sell	-5,000	Closed	-$271K	–	92
2014 Q4	$271K	Buy	+5,000	New	+$265K	0.28%	52
2014 Q3	–	Sell	-5,000	Closed	-$236K	–	100
2014 Q2	$236K	Buy	+5,000	New	+$238K	0.21%	68

Other funds holding C

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Plancorp LLC's C Position: Q2 2026 in Review

Plancorp LLC increased its Citigroup (C) stake by 1.2% in Q2 2026, buying an estimated $4.95K and bringing the position to 3,187 shares worth $448K. The position accounts for 0.01% of the portfolio, ranked #271.

Plancorp LLC first reported a position in C in Q2 2014 and has held it in 10 quarters since. 703 funds tracked by Wall St. Rank hold C as of Q2 2026.

Plancorp LLC held 3,187 shares of Citigroup worth $448K as of Q2 2026.
Plancorp LLC bought 38 Citigroup shares in Q2 2026, an estimated $4.95K.
Citigroup made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #271 holding.
Plancorp LLC first reported a position in Citigroup in Q2 2014 and has held it in 10 quarters since.
703 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.