PIM
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Plato Investment Management’s Citigroup C Stock Holding History

Plato Investment Management’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 		$11.9M Buy
85,879
+17,652
+26% +$2.3M 0.68% 28
2026
Q1 		$7.74M Sell
68,227
-2,071
-3% -$236K 0.52% 38
2025
Q4 		$8.24M Buy
70,298
+5,506
+8% +$572K 0.54% 32
2025
Q3 		$6.53M Hold
64,792
– – 0.44% 43
2025
Q2 		$5.49M Buy
64,792
+1,920
+3% +$139K 0.41% 47
2025
Q1 		$4.51M Buy
62,872
+206
+0.3% +$15.7K 0.38% 60
2024
Q4 		$4.43M Buy
62,666
+443
+0.7% +$29.9K 0.33% 69
2024
Q3 		$3.89M Hold
62,223
– – 0.32% 76
2024
Q2 		$3.95M Hold
62,223
– – 0.37% 63
2024
Q1 		$3.93M Buy
62,223
+59,621
+2,291% +$3.32M 0.41% 60
2023
Q4 		$134K Buy
+2,602
New +$115K 0.16% 133

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 $3.38T AUM 44.17% 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

Plato Investment Management's C Position: Q2 2026 in Review

Plato Investment Management increased its Citigroup (C) stake by 26% in Q2 2026, buying an estimated $2.3M and bringing the position to 85,879 shares worth $11.9M. The position accounts for 0.68% of the portfolio, ranked #28.

Plato Investment Management first reported a position in C in Q4 2023 and has held it in 11 quarters since. 2,648 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Plato Investment Management held 85,879 shares of Citigroup worth $11.9M as of Q2 2026.
  • Plato Investment Management bought 17,652 Citigroup shares in Q2 2026, an estimated $2.3M.
  • Citigroup made up 0.68% of Plato Investment Management's portfolio in Q2 2026, its #28 holding.
  • Plato Investment Management first reported a position in Citigroup in Q4 2023 and has held it in 11 quarters since.
  • 2,648 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.