Avantax Planning Partners, Inc.

Position in C — Citigroup Inc

CIK 1005441 DUBUQUE, IA

Position in C

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$470,405

+$89,348 QoQ

Shares Held

3,361

+0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,745

of 2,617 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Avantax Planning Partners, Inc. holds $24,413,763 across 6 Banks - Diversified names. C ranks #4 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	50,234	$16,443,095
2	BAC	Bank Of America Corp /De/	105,423	$6,007,002
3	WFC	Wells Fargo & Company/Mn	11,555	$954,905
4	C	Citigroup Inc This page	3,361	$470,405
5	RY	Royal Bank Of Canada	1,436	$297,208
6	HSBC	Hsbc Holdings PLC	2,536	$241,148

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$470,405	3,361	+0.0%	Shares	Sole	2026-07-28
2026-03-31	$381,057	3,360	+0.7%	Shares	Sole	2026-05-04
2025-12-31	$389,511	3,338	+0.8%	Shares	Sole	2026-02-05
2025-09-30	$336,269	3,313	+0.4%	Shares	Sole	2025-10-31
2025-06-30	$280,810	3,299	-1.8%	Shares	Sole	2025-08-11
2025-03-31	$238,526	3,360	-12.8%	Shares	Sole	2025-04-29
2024-12-31	$271,283	3,854	+1.8%	Shares	Sole	2025-02-07
2024-09-30	$237,066	3,787	-15.3%	Shares	Sole	2024-11-14
2024-06-30	$283,602	4,469	-1.3%	Shares	Sole	2024-08-09
2024-03-31	$286,350	4,528	+14.1%	Shares	Sole	2024-05-03
2023-12-31	$204,216	3,970	-33.8%	Shares	Sole	2024-02-09
2023-09-30	$246,738	5,999	-55.6%	Shares	Sole	2023-11-06
2023-06-30	$621,447	13,498	-29.4%	Shares	Sole	2023-07-18
2023-03-31	$896,958	19,129	-60.3%	Shares	Sole	2023-04-21
2022-12-31	$2,178,955	48,175	+0.2%	Shares	Sole	2023-02-10
2022-09-30	$2,003,618	48,083	-13.8%	Shares	Sole	2022-10-14
2022-06-30	$2,566,701	55,810	+32.7%	Shares	Sole	2022-07-18
2022-03-31	$2,245,042	42,042	+44.4%	Shares	Sole	2022-05-09
2021-12-31	$1,758,013	29,111	-28.8%	Shares	Sole	2022-01-28
2021-09-30	$2,869,660	40,890	-21.7%	Shares	Sole	2021-10-27
2021-06-30	$3,697,041	52,255	+4.3%	Shares	Sole	2021-08-10
2021-03-31	$3,645,648	50,112	-6.5%	Shares	Sole	2021-05-06
2020-12-31	$3,304,359	53,590	-18.6%	Shares	Sole	2021-02-04
2020-09-30	$2,837,845	65,828	+4.7%	Shares	Sole	2020-10-28
2020-06-30	$3,212,759	62,872	+864.4%	Shares	Sole	2020-07-15
2020-03-31	$274,580	6,519	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.