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Citigroup shares owned by Planning Strategies

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

Historical chart of Planning Strategies investment in Citigroup

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Citigroup by Planning Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $27k 191 139.96

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Vanguard Russell 1000 Growth Etf Etf (VONG)
Franklin International Low Volatility High Dividend Index Etf Etf (LVHI)
Ishares Core Dividend Growth Etf Etf (DGRO)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Invesco S&p 100 Equal Weight Etf Etf (EQWL)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Nvidia Corporation Stock (NVDA)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Apple Stock (AAPL)
Jpmorgan Small & Mid Cap Enhanced Equity Etf Etf (JMEE)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)

View all positions for Planning Strategies

Top funds holding Citigroup

BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Capital World Investors
Franklin Resources
Fisher Investments
Vanguard Portfolio Management
FMR
Susquehanna International
Morgan Stanley
Bank of America Corporation
T. Rowe Price Associates
Bank of New York Mellon
Citadel Advisors

View all funds holding Citigroup