TWPM
C icon

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
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
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

Total Wealth Planning & Management's C Position: Q1 2026 in Review

Total Wealth Planning & Management reduced its Citigroup (C) stake by 13% in Q1 2026, selling an estimated $116K and leaving 6,993 shares worth $793K. The position accounts for 0.59% of the portfolio, ranked #51.

Total Wealth Planning & Management first reported a position in C in Q4 2024 and has held it in 5 quarters since. The position peaked at $935K in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Total Wealth Planning & Management held 6,993 shares of Citigroup worth $793K as of Q1 2026.
  • Total Wealth Planning & Management sold 1,016 Citigroup shares in Q1 2026, an estimated $116K.
  • Citigroup made up 0.59% of Total Wealth Planning & Management's portfolio in Q1 2026, its #51 holding.
  • Total Wealth Planning & Management first reported a position in Citigroup in Q4 2024 and has held it in 5 quarters since.
  • Total Wealth Planning & Management's Citigroup position peaked at $935K in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.