Spartan Planning & Wealth Management’s Citigroup C Stock Holding History

Spartan Planning & Wealth 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	$444K	Buy	3,911 +54	+1%	+$6.15K	0.33%	43
2025 Q4	$450K	Buy	3,857 +39	+1%	+$4.05K	0.33%	43
2025 Q3	$388K	Buy	3,818 +3	+0.1%	+$285	0.3%	53
2025 Q2	$325K	Buy	+3,815	New	+$276K	0.28%	61
2025 Q1	–	Sell	-3,276	Closed	-$231K	–	69
2024 Q4	$231K	Buy	+3,276	New	+$221K	0.21%	62
2023 Q4	$127K	Buy	2,476 +2,469	+35,271%	+$109K	0.14%	82
2023 Q3	$288	Buy	+7	New	+$307	﹤0.01%	136
2022 Q4	$226	Buy	+5	New	+$227	﹤0.01%	147

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

Spartan Planning & Wealth Management's C Position: Q1 2026 in Review

Spartan Planning & Wealth Management increased its Citigroup (C) stake by 1.4% in Q1 2026, buying an estimated $6.15K and bringing the position to 3,911 shares worth $444K. The position accounts for 0.33% of the portfolio, ranked #43.

Spartan Planning & Wealth Management first reported a position in C in Q4 2022 and has held it in 8 quarters since. The position peaked at $450K in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Spartan Planning & Wealth Management held 3,911 shares of Citigroup worth $444K as of Q1 2026.
Spartan Planning & Wealth Management bought 54 Citigroup shares in Q1 2026, an estimated $6.15K.
Citigroup made up 0.33% of Spartan Planning & Wealth Management's portfolio in Q1 2026, its #43 holding.
Spartan Planning & Wealth Management first reported a position in Citigroup in Q4 2022 and has held it in 8 quarters since.
Spartan Planning & Wealth Management's Citigroup position peaked at $450K in Q4 2025.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.