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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Plato Investment Management's C Position: Q1 2026 in Review

Plato Investment Management reduced its Citigroup (C) stake by 2.9% in Q1 2026, selling an estimated $236K and leaving 68,227 shares worth $7.74M. The position accounts for 0.52% of the portfolio, ranked #38.

Plato Investment Management first reported a position in C in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.24M in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Plato Investment Management held 68,227 shares of Citigroup worth $7.74M as of Q1 2026.
Plato Investment Management sold 2,071 Citigroup shares in Q1 2026, an estimated $236K.
Citigroup made up 0.52% of Plato Investment Management's portfolio in Q1 2026, its #38 holding.
Plato Investment Management first reported a position in Citigroup in Q4 2023 and has held it in 10 quarters since.
Plato Investment Management's Citigroup position peaked at $8.24M in Q4 2025.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.