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Planning Strategies Inc.’s Citigroup C Stock Holding History

Planning Strategies Inc.’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 		$26.7K Buy
+191
New +$24.9K 0.02% 214

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Planning Strategies Inc.'s C Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Citigroup (C) in Q2 2026: 191 shares worth $26.7K. The stake represents 0.02% of the portfolio and ranks #214 among its holdings.

975 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Planning Strategies Inc. held 191 shares of Citigroup worth $26.7K as of Q2 2026.
  • Citigroup was a new Planning Strategies Inc. position in Q2 2026.
  • Citigroup made up 0.02% of Planning Strategies Inc.'s portfolio in Q2 2026, its #214 holding.
  • 975 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.