Platform Technology Partners’s Citigroup C Stock Holding History

Platform Technology Partners’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	$549K	Buy	3,923 +32	+0.8%	+$4.17K	0.09%	177
2026 Q1	$441K	Buy	3,891 +1,919	+97%	+$219K	0.09%	177
2025 Q4	$230K	Buy	+1,972	New	+$205K	0.05%	230
2022 Q2	–	Sell	-3,756	Closed	-$201K	–	203
2022 Q1	$201K	Sell	3,756 -187	-5%	-$11.6K	0.1%	179
2021 Q4	$238K	Sell	3,943 -120	-3%	-$7.98K	0.1%	175
2021 Q3	$285K	Sell	4,063 -517	-11%	-$36.1K	0.13%	169
2021 Q2	$324K	Buy	+4,580	New	+$339K	0.13%	175
2020 Q4	$334K	Buy	+5,414	New	+$275K	0.16%	144
2020 Q1	–	Sell	-3,528	Closed	-$282K	–	189
2019 Q4	$282K	Buy	+3,528	New	+$261K	0.21%	127

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

Platform Technology Partners's C Position: Q2 2026 in Review

Platform Technology Partners increased its Citigroup (C) stake by 0.82% in Q2 2026, buying an estimated $4.17K and bringing the position to 3,923 shares worth $549K. The position accounts for 0.09% of the portfolio, ranked #177.

Platform Technology Partners first reported a position in C in Q4 2019 and has held it in 9 quarters since. 2,631 funds tracked by Wall St. Rank hold C as of Q2 2026.

Platform Technology Partners held 3,923 shares of Citigroup worth $549K as of Q2 2026.
Platform Technology Partners bought 32 Citigroup shares in Q2 2026, an estimated $4.17K.
Citigroup made up 0.09% of Platform Technology Partners's portfolio in Q2 2026, its #177 holding.
Platform Technology Partners first reported a position in Citigroup in Q4 2019 and has held it in 9 quarters since.
2,631 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.