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Citigroup shares owned by Falcon Wealth Planning

Quarter-by-quarter ownership of Citigroup (C) shares owned by Falcon Wealth Planning from 13F filings

Historical chart of Falcon Wealth Planning investment in Citigroup

Tip: Access up to 7 years of quarterly data

All positions including Citigroup held by Falcon Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Citigroup by Falcon Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $373k 3.2k 116.67
2025-09-30 $254k 2.5k 101.49
2025-06-30 $230k 2.7k 85.13
2023-12-31 $210k 4.1k 51.44

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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Pimco Etf Tr Multisector Bd (PYLD)
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Vanguard Scottsdale Fds Short Term Treas (VGSH)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)

View all positions for Falcon Wealth Planning

Top funds holding Citigroup

Vanguard Group
BlackRock
State Street Corporation
Capital World Investors
Geode Capital Management
Franklin Resources
Fisher Investments
FMR
Susquehanna International
Norges Bank Investment Management
Bank of New York Mellon
Citadel Advisors
Northern Trust
Jpmorgan Chase & Co
Massachusetts Financial Services

View all funds holding Citigroup