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 Q2	$465K	Sell	3,325 -586	-15%	-$76.3K	0.31%	53
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 $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

Spartan Planning & Wealth Management's C Position: Q2 2026 in Review

Spartan Planning & Wealth Management reduced its Citigroup (C) stake by 15% in Q2 2026, selling an estimated $76.3K and leaving 3,325 shares worth $465K. The position accounts for 0.31% of the portfolio, ranked #53.

Spartan Planning & Wealth Management first reported a position in C in Q4 2022 and has held it in 9 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

Spartan Planning & Wealth Management held 3,325 shares of Citigroup worth $465K as of Q2 2026.
Spartan Planning & Wealth Management sold 586 Citigroup shares in Q2 2026, an estimated $76.3K.
Citigroup made up 0.31% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #53 holding.
Spartan Planning & Wealth Management first reported a position in Citigroup in Q4 2022 and has held it in 9 quarters since.
2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.