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

Total Wealth Planning & 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	$1.08M	Buy	7,733 +740	+11%	+$96.3K	0.73%	36
2026 Q1	$793K	Sell	6,993 -1,016	-13%	-$116K	0.59%	51
2025 Q4	$935K	Buy	+8,009	New	+$832K	0.69%	38
2025 Q2	$753K	Sell	4,900 -2,664	-35%	-$193K	0.61%	47
2025 Q1	$537K	Sell	7,564 -1,309	-15%	-$99.8K	0.51%	63
2024 Q4	$625K	Buy	+8,873	New	+$598K	0.57%	48

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

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

Total Wealth Planning & Management increased its Citigroup (C) stake by 11% in Q2 2026, buying an estimated $96.3K and bringing the position to 7,733 shares worth $1.08M. The position accounts for 0.73% of the portfolio, ranked #36.

Total Wealth Planning & Management first reported a position in C in Q4 2024 and has held it in 6 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

Total Wealth Planning & Management held 7,733 shares of Citigroup worth $1.08M as of Q2 2026.
Total Wealth Planning & Management bought 740 Citigroup shares in Q2 2026, an estimated $96.3K.
Citigroup made up 0.73% of Total Wealth Planning & Management's portfolio in Q2 2026, its #36 holding.
Total Wealth Planning & Management first reported a position in Citigroup in Q4 2024 and has held it in 6 quarters since.
2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.