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Strategic Planning Inc’s Citigroup C Stock Holding History

Strategic Planning Inc’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 		$257K Buy
2,265
+14
+0.6% +$1.59K 0.13% 50
2025
Q4 		$263K Buy
2,251
+14
+0.6% +$1.45K 0.14% 48
2025
Q3 		$227K Buy
+2,237
New +$212K 0.13% 49

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

Strategic Planning Inc's C Position: Q1 2026 in Review

Strategic Planning Inc increased its Citigroup (C) stake by 0.62% in Q1 2026, buying an estimated $1.59K and bringing the position to 2,265 shares worth $257K. The position accounts for 0.13% of the portfolio, ranked #50.

Strategic Planning Inc first reported a position in C in Q3 2025 and has held it in 3 quarters since. The position peaked at $263K in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Strategic Planning Inc held 2,265 shares of Citigroup worth $257K as of Q1 2026.
  • Strategic Planning Inc bought 14 Citigroup shares in Q1 2026, an estimated $1.59K.
  • Citigroup made up 0.13% of Strategic Planning Inc's portfolio in Q1 2026, its #50 holding.
  • Strategic Planning Inc first reported a position in Citigroup in Q3 2025 and has held it in 3 quarters since.
  • Strategic Planning Inc's Citigroup position peaked at $263K in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Strategic Planning Inc's 13F filing for Q1 2026, filed 18 May 2026.