Creative Planning

Position in C — Citigroup Inc

CIK 1540235 OVERLAND PARK, KS

Back to C Full portfolio

Position in C

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$41,880,724

-$4,949,422 QoQ

Shares Held

369,286

-8.0% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.8657223243710177.ToString("F0")% Shared 0.ToString("F0")% None 99.13427767562898.ToString("F0")%

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 Mar 31, 2026

Creative Planning holds $1,049,902,900 across 19 Banks - Diversified names. C ranks #5 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	1,543,468	$454,026,546
2	BAC	Bank Of America Corp /De/	3,662,719	$178,557,551
3	WFC	Wells Fargo & Company/Mn	1,321,100	$105,172,770
4	RY	Royal Bank Of Canada	295,907	$47,871,833
5	C	Citigroup Inc This page	369,286	$41,880,724
6	HSBC	Hsbc Holdings PLC	316,683	$26,123,179
7	SAN	Banco Santander, S.A.	2,285,033	$25,775,171
8	TD	Toronto Dominion Bank	264,504	$24,680,867

All Filings in C

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37 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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	+57949.7%	Shares	Sole	2022-11-03
2022-09-30	$16,668	400	-20.0%	Call	Sole	2022-11-03
2022-06-30	$22,995	500	-99.8%	Call	Sole	2022-08-15
2022-06-30	$9,458,533	205,665	+10724.5%	Shares	Sole	2022-08-15
2022-03-31	$101,460	1,900	+1800.0%	Call	Sole	2022-05-16
2022-03-31	$5,340	100	-99.9%	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	+3978.5%	Shares	Sole	2022-02-11
2021-09-30	$280,720	4,000	-97.7%	Put	Sole	2021-11-10
2021-09-30	$12,461,230	177,561	+4339.0%	Shares	Sole	2021-11-10
2021-06-30	$283,000	4,000	-97.5%	Put	Sole	2021-08-04
2021-06-30	$11,250,028	159,011	-69.3%	Shares	Sole	2021-08-04
2021-03-31	$37,648,125	517,500	+168.2%	Call	Sole	2021-04-30
2021-03-31	$14,036,385	192,940	-68.8%	Shares	Sole	2021-04-30
2020-12-31	$38,075,050	617,500	+199.1%	Call	Sole	2021-01-29
2020-12-31	$12,730,570	206,464	-59.4%	Shares	Sole	2021-01-29
2020-09-30	$21,899,880	508,000	+186.3%	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	-70.3%	Shares	Sole	2020-07-23
2020-06-30	$25,933,250	507,500	+169066.7%	Call	Sole	2020-07-23
2020-03-31	$12,636	300	-70.0%	Put	Sole	2020-05-05
2020-03-31	$42,120	1,000	-99.5%	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.