WealthPlan Investment Management’s Citigroup C Stock Holding History

WealthPlan Investment 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 Q2	$422K	Buy	3,015 +326	+12%	+$42.4K	0.02%	350
2026 Q1	$305K	Sell	2,689 -3,305	-55%	-$376K	0.02%	388
2025 Q4	$699K	Sell	5,994 -1,949	-25%	-$202K	0.04%	223
2025 Q3	$806K	Buy	7,943 +575	+8%	+$54.6K	0.05%	191
2025 Q2	$627K	Buy	+7,368	New	+$533K	0.05%	219
2023 Q3	–	Sell	-158	Closed	-$7.27K	–	186
2023 Q2	$7.27K	Hold	158	–	–	﹤0.01%	284
2023 Q1	$7.41K	Buy	+158	New	+$7.75K	﹤0.01%	342

Other funds holding C

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthPlan Investment Management's C Position: Q2 2026 in Review

WealthPlan Investment Management increased its Citigroup (C) stake by 12% in Q2 2026, buying an estimated $42.4K and bringing the position to 3,015 shares worth $422K. The position accounts for 0.02% of the portfolio, ranked #350.

WealthPlan Investment Management first reported a position in C in Q1 2023 and has held it in 7 quarters since. The position peaked at $806K in Q3 2025. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

WealthPlan Investment Management held 3,015 shares of Citigroup worth $422K as of Q2 2026.
WealthPlan Investment Management bought 326 Citigroup shares in Q2 2026, an estimated $42.4K.
Citigroup made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #350 holding.
WealthPlan Investment Management first reported a position in Citigroup in Q1 2023 and has held it in 7 quarters since.
WealthPlan Investment Management's Citigroup position peaked at $806K in Q3 2025.
2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.