Creative Planning

Position in C — Citigroup Inc

CIK 1540235 OVERLAND PARK, KS

Back to C Full portfolio

Position in C

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$53,596,281

+$11,715,557 QoQ

Shares Held

382,940

+3.7% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#264

of 2,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Common Shares in C Over Time

Shares Held

Position Value (USD)

Derivatives in C

reported options exposure · as of Sep 30, 2022

CallValue

$16,668

CallShares

400

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

Creative Planning holds $1,282,203,400 across 19 Banks - Diversified names. C ranks #5 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	1,591,305	$520,881,865
2	BAC	Bank Of America Corp /De/	3,866,843	$220,332,714
3	WFC	Wells Fargo & Company/Mn	1,444,769	$119,395,709
4	RY	Royal Bank Of Canada	316,346	$65,474,131
5	C	Citigroup Inc This page	382,940	$53,596,281
6	TD	Toronto Dominion Bank	310,241	$37,672,563
7	SAN	Banco Santander, S.A.	2,596,097	$35,826,138
8	MUFG	Mitsubishi Ufj Financial Group Inc	1,548,878	$30,807,182

All Filings in C

Export CSV

38 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$53,596,281	382,940	+3.7%	Shares	Defined	2026-08-13
2026-03-31	$41,880,724	369,286	-8.0%	Shares	Defined	2026-05-12
2025-12-31	$46,830,146	401,321	+4.8%	Shares	Sole	2026-02-17
2025-09-30	$38,850,647	382,765	-7.3%	Shares	Sole	2025-11-14
2025-06-30	$35,146,557	412,906	-4.0%	Shares	Sole	2025-08-08
2025-03-31	$30,533,437	430,109	+5.1%	Shares	Sole	2025-05-15
2024-12-31	$28,804,713	409,216	+7.3%	Shares	Defined	2025-02-14
2024-09-30	$23,873,261	381,362	+0.6%	Shares	Defined	2024-10-11
2024-06-30	$24,050,694	378,990	+2.9%	Shares	Defined	2024-08-15
2024-03-31	$23,302,168	368,472	+9.3%	Shares	Defined	2024-05-13
2023-12-31	$17,340,320	337,098	+8.0%	Shares	Defined	2024-02-14
2023-09-30	$12,833,093	312,013	+3.6%	Shares	Defined	2023-11-16
2023-06-30	$13,867,201	301,199	+9.4%	Shares	Sole	2023-07-21
2023-03-31	$12,908,534	275,294	+12.0%	Shares	Sole	2023-05-15
2022-12-31	$11,115,091	245,746	+5.8%	Shares	Sole	2023-02-10
2022-09-30	$9,675,732	232,199	+12.9%	Shares	Sole	2022-11-03
2022-09-30	$16,668	400	-20.0%	Call	Sole	2022-11-03
2022-06-30	$22,995	500	-73.7%	Call	Sole	2022-08-15
2022-06-30	$9,458,533	205,665	+11.6%	Shares	Sole	2022-08-15
2022-03-31	$52,060	1,900	-99.6%	Call	Sole	2022-05-16
2022-03-31	$5,340	100	-97.5%	Put	Sole	2022-05-16
2022-03-31	$9,844,023	184,345	+13.0%	Shares	Sole	2022-05-16
2021-12-31	$9,851,964	163,139	-8.1%	Shares	Sole	2022-02-11
2021-09-30	$1,000	4,000	0.0%	Put	Sole	2021-11-10
2021-09-30	$12,461,230	177,561	+11.7%	Shares	Sole	2021-11-10
2021-06-30	$283,000	4,000	+1233.3%	Put	Sole	2021-08-04
2021-06-30	$11,250,028	159,011	-17.6%	Shares	Sole	2021-08-04
2021-03-31	$3,652,000	517,500	-16.2%	Call	Sole	2021-04-30
2021-03-31	$14,036,385	192,940	-6.6%	Shares	Sole	2021-04-30
2020-12-31	$2,298,000	617,500	+21.6%	Call	Sole	2021-01-29
2020-12-31	$12,730,570	206,464	+16.4%	Shares	Sole	2021-01-29
2020-09-30	$516,555	508,000	+0.1%	Call	Sole	2020-11-05
2020-09-30	$7,648,921	177,428	+17.9%	Shares	Sole	2020-11-05
2020-06-30	$7,693,258	150,553	-17.4%	Shares	Sole	2020-07-23
2020-06-30	$1,348,000	507,500	+50650.0%	Call	Sole	2020-07-23
2020-03-31	$1,000	300	—	Put	Sole	2020-05-05
2020-03-31	$42,120	1,000	—	Call	Sole	2020-05-05
2020-03-31	$7,678,096	182,291	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.