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St. Louis Financial Planners Asset Management LLC Buys Citigroup Shares
The institutional investor added 25,323 shares of the financial services company in Q4 2025.
Mar. 21, 2026 at 10:39am
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St. Louis Financial Planners Asset Management LLC bought a new position in shares of Citigroup Inc. (NYSE:C) during the fourth quarter, according to a recent SEC filing. The firm acquired 25,323 shares of the company's stock, valued at approximately $2,955,000. Citigroup now accounts for 1.8% of St. Louis Financial Planners Asset Management LLC's holdings, making it the 21st largest position in the portfolio.
Why it matters
This investment by St. Louis Financial Planners Asset Management LLC reflects their confidence in Citigroup's future performance and growth potential. As a major global financial services firm, Citigroup's stock movements and institutional investor activity are closely watched by the broader market.
The details
According to the SEC filing, St. Louis Financial Planners Asset Management LLC purchased 25,323 shares of Citigroup stock in the fourth quarter of 2025. This new position represents 1.8% of the firm's total portfolio, making Citigroup its 21st largest holding. Other notable institutional investors in Citigroup include Capital World Investors, Fisher Asset Management, and Franklin Resources Inc.
- St. Louis Financial Planners Asset Management LLC bought the Citigroup shares in the fourth quarter of 2025.
The players
St. Louis Financial Planners Asset Management LLC
An institutional investment firm based in St. Louis, Missouri that manages assets for clients.
Citigroup Inc.
A global financial services company headquartered in New York City with roots tracing back to the City Bank of New York, founded in 1812.
The takeaway
This investment by St. Louis Financial Planners Asset Management LLC demonstrates their belief in Citigroup's long-term prospects as a major player in the financial services industry. The firm's increased stake in Citigroup is a vote of confidence that could signal positive momentum for the stock going forward.
