PlanVest Financial’s Citigroup C Stock Holding History

PlanVest 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 Q2	$45.4K	Buy	325 +2	+0.6%	+$260	0.03%	234
2026 Q1	$36.7K	Buy	+323	New	+$36.8K	0.03%	245

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PlanVest Financial's C Position: Q2 2026 in Review

PlanVest Financial increased its Citigroup (C) stake by 0.62% in Q2 2026, buying an estimated $260 and bringing the position to 325 shares worth $45.4K. The position accounts for 0.03% of the portfolio, ranked #234.

PlanVest Financial first reported a position in C in Q1 2026 and has held it in 2 quarters since. 2,579 funds tracked by Wall St. Rank hold C as of Q2 2026.

PlanVest Financial held 325 shares of Citigroup worth $45.4K as of Q2 2026.
PlanVest Financial bought 2 Citigroup shares in Q2 2026, an estimated $260.
Citigroup made up 0.03% of PlanVest Financial's portfolio in Q2 2026, its #234 holding.
PlanVest Financial first reported a position in Citigroup in Q1 2026 and has held it in 2 quarters since.
2,579 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.