Waller Financial Planning Group’s Citigroup C Stock Holding History

Waller 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 Q1	–	Sell	-2,380	Closed	-$278K	–	75
2025 Q4	$278K	Sell	2,380 -40	-2%	-$4.15K	0.06%	65
2025 Q3	$246K	Hold	2,420	–	–	0.06%	68
2025 Q2	$206K	Buy	+2,420	New	+$175K	0.05%	70
2024 Q3	–	Sell	-3,424	Closed	-$217K	–	70
2024 Q2	$217K	Hold	3,424	–	–	0.06%	65
2024 Q1	$217K	Sell	3,424 -590	-15%	-$32.8K	0.06%	59
2023 Q4	$206K	Buy	+4,014	New	+$178K	0.05%	59
2023 Q3	–	Sell	-4,415	Closed	-$203K	–	56
2023 Q2	$203K	Buy	+4,415	New	+$207K	0.06%	56
2023 Q1	–	Sell	-5,191	Closed	-$235K	–	58
2022 Q4	$235K	Buy	5,191 +28	+0.5%	+$1.27K	0.07%	48
2022 Q3	$215K	Buy	5,163 +150	+3%	+$7.41K	0.07%	50
2022 Q2	$231K	Buy	5,013 +751	+18%	+$37.6K	0.07%	46
2022 Q1	$228K	Sell	4,262 -280	-6%	-$17.3K	0.06%	48
2021 Q4	$274K	Buy	4,542 +602	+15%	+$40K	0.07%	43
2021 Q3	$277K	Buy	+3,940	New	+$275K	0.07%	44

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waller Financial Planning Group's C Position: Q1 2026 in Review

Waller Financial Planning Group sold out of Citigroup (C) in Q1 2026, closing a stake of 2,380 shares — an estimated $278K sold.

Waller Financial Planning Group first reported a position in C in Q3 2021 and held it in 13 quarters. The position peaked at $278K in Q4 2025. 2,459 funds tracked by Wall St. Rank hold C as of Q1 2026.

Waller Financial Planning Group reported no remaining Citigroup position as of Q1 2026 after selling out during the quarter.
Waller Financial Planning Group sold 2,380 Citigroup shares in Q1 2026, an estimated $278K.
Waller Financial Planning Group first reported a position in Citigroup in Q3 2021 and held it in 13 quarters.
Waller Financial Planning Group's Citigroup position peaked at $278K in Q4 2025.
2,459 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Waller Financial Planning Group's 13F filing for Q1 2026, filed 3 Apr 2026.