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Retirement Planning Group (Kansas)’s Citigroup C Stock Holding History

Retirement Planning Group (Kansas)’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 		$217K Sell
1,915
-407
-18% -$46.3K 0.01% 461
2025
Q4 		$271K Buy
2,322
+275
+13% +$28.6K 0.01% 355
2025
Q3 		$208K Buy
+2,047
New +$194K 0.01% 394

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Retirement Planning Group (Kansas)'s C Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its Citigroup (C) stake by 18% in Q1 2026, selling an estimated $46.3K and leaving 1,915 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #461.

Retirement Planning Group (Kansas) first reported a position in C in Q3 2025 and has held it in 3 quarters since. The position peaked at $271K in Q4 2025. 2,456 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Retirement Planning Group (Kansas) held 1,915 shares of Citigroup worth $217K as of Q1 2026.
  • Retirement Planning Group (Kansas) sold 407 Citigroup shares in Q1 2026, an estimated $46.3K.
  • Citigroup made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #461 holding.
  • Retirement Planning Group (Kansas) first reported a position in Citigroup in Q3 2025 and has held it in 3 quarters since.
  • Retirement Planning Group (Kansas)'s Citigroup position peaked at $271K in Q4 2025.
  • 2,456 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.