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Virginia Estate & Retirement Planning Advisors’s Citigroup C Stock Holding History

Virginia Estate & Retirement Planning Advisors’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 		$38.6K Hold
276
– – 0.05% 53
2026
Q1 		$31.3K Buy
+276
New +$31.4K 0.05% 45

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 $3.37T AUM 44.26% 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

Virginia Estate & Retirement Planning Advisors's C Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors held its Citigroup (C) position steady in Q2 2026 at 276 shares worth $38.6K. The position accounts for 0.05% of the portfolio, ranked #53.

Virginia Estate & Retirement Planning Advisors first reported a position in C in Q1 2026 and has held it in 2 quarters since. 2,604 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 276 shares of Citigroup worth $38.6K as of Q2 2026.
  • Virginia Estate & Retirement Planning Advisors left its Citigroup share count unchanged in Q2 2026.
  • Citigroup made up 0.05% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #53 holding.
  • Virginia Estate & Retirement Planning Advisors first reported a position in Citigroup in Q1 2026 and has held it in 2 quarters since.
  • 2,604 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.