St. Louis Financial Planners Asset Management’s Citigroup C Stock Holding History

St. Louis Financial Planners Asset 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	$3.52M	Buy	+25,148	New	+$3.27M	1.88%	24
2026 Q1	–	Sell	-25,323	Closed	-$2.95M	–	39
2025 Q4	$2.95M	Buy	+25,323	New	+$2.63M	1.82%	21

Other funds holding C

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

St. Louis Financial Planners Asset Management's C Position: Q2 2026 in Review

St. Louis Financial Planners Asset Management opened a new position in Citigroup (C) in Q2 2026: 25,148 shares worth $3.52M. The stake represents 1.88% of the portfolio and ranks #24 among its holdings. This is a return to the name: St. Louis Financial Planners Asset Management previously reported a position in C as recently as Q4 2025.

St. Louis Financial Planners Asset Management first reported a position in C in Q4 2025 and has held it in 2 quarters since. 1,177 funds tracked by Wall St. Rank hold C as of Q2 2026.

St. Louis Financial Planners Asset Management held 25,148 shares of Citigroup worth $3.52M as of Q2 2026.
Citigroup was a new St. Louis Financial Planners Asset Management position in Q2 2026.
Citigroup made up 1.88% of St. Louis Financial Planners Asset Management's portfolio in Q2 2026, its #24 holding.
St. Louis Financial Planners Asset Management first reported a position in Citigroup in Q4 2025 and has held it in 2 quarters since.
1,177 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on St. Louis Financial Planners Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.