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 Q3	$908K	Sell	7,010 -723	-9%	-$97.4K	0.67%	44
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%	-$100K	0.51%	63
2024 Q4	$625K	Buy	+8,873	New	+$598K	0.57%	48

Other funds holding C

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Total Wealth Planning & Management's C Position: Q3 2026 in Review

Total Wealth Planning & Management reduced its Citigroup (C) stake by 9.3% in Q3 2026, selling an estimated $97.4K and leaving 7,010 shares worth $908K. The position accounts for 0.67% of the portfolio, ranked #44.

Total Wealth Planning & Management first reported a position in C in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.08M in Q2 2026. 745 funds tracked by Wall St. Rank hold C as of Q3 2026.

Total Wealth Planning & Management held 7,010 shares of Citigroup worth $908K as of Q3 2026.
Total Wealth Planning & Management sold 723 Citigroup shares in Q3 2026, an estimated $97.4K.
Citigroup made up 0.67% of Total Wealth Planning & Management's portfolio in Q3 2026, its #44 holding.
Total Wealth Planning & Management first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
Total Wealth Planning & Management's Citigroup position peaked at $1.08M in Q2 2026.
745 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Total Wealth Planning & Management's 13F filing for Q3 2026, filed 23 Oct 2026.