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United Financial Planning Group’s Citigroup C Stock Holding History

United Financial Planning Group’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 		$26K Hold
186
– – 0.01% 145
2026
Q1 		$21.1K Buy
186
+169
+994% +$19.2K 0.01% 130
2025
Q4 		$1.98K Hold
17
– – ﹤0.01% 333
2025
Q3 		$1.73K Buy
+17
New +$1.61K ﹤0.01% 192

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

United Financial Planning Group's C Position: Q2 2026 in Review

United Financial Planning Group held its Citigroup (C) position steady in Q2 2026 at 186 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #145.

United Financial Planning Group first reported a position in C in Q3 2025 and has held it in 4 quarters since. 2,648 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • United Financial Planning Group held 186 shares of Citigroup worth $26K as of Q2 2026.
  • United Financial Planning Group left its Citigroup share count unchanged in Q2 2026.
  • Citigroup made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #145 holding.
  • United Financial Planning Group first reported a position in Citigroup in Q3 2025 and has held it in 4 quarters since.
  • 2,648 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.