Plimoth Trust’s Citigroup C Stock Holding History

Plimoth Trust’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	$337K	Hold	2,410	–	–	0.07%	142
2026 Q1	$273K	Buy	2,410 +150	+7%	+$17.1K	0.06%	157
2025 Q4	$264K	Sell	2,260 -50	-2%	-$5.19K	0.06%	159
2025 Q3	$234K	Buy	+2,310	New	+$219K	0.05%	165

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

Plimoth Trust's C Position: Q2 2026 in Review

Plimoth Trust held its Citigroup (C) position steady in Q2 2026 at 2,410 shares worth $337K. The position accounts for 0.07% of the portfolio, ranked #142.

Plimoth Trust first reported a position in C in Q3 2025 and has held it in 4 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

Plimoth Trust held 2,410 shares of Citigroup worth $337K as of Q2 2026.
Plimoth Trust left its Citigroup share count unchanged in Q2 2026.
Citigroup made up 0.07% of Plimoth Trust's portfolio in Q2 2026, its #142 holding.
Plimoth Trust first reported a position in Citigroup in Q3 2025 and has held it in 4 quarters since.
2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Plimoth Trust's 13F filing for Q2 2026, filed 28 Jul 2026.