COURIER CAPITAL LLC

Position in C — Citigroup Inc

CIK 1015247 BUFFALO, NY

Position in C

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$7,834,540

+$1,678,759 QoQ

Shares Held

55,977

+3.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.20%

of 13F equity value

Holder Rank

#626

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

COURIER CAPITAL LLC holds $48,290,559 across 6 Banks - Diversified names. C ranks #3 (16.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	74,868	$24,506,542
2	BAC	Bank Of America Corp /De/	190,392	$10,848,536
3	C	Citigroup Inc This page	55,977	$7,834,540
4	WFC	Wells Fargo & Company/Mn	31,209	$2,579,111
5	BNY	Bank of New York Mellon Corp	12,661	$1,830,907
6	HSBC	Hsbc Holdings PLC	7,266	$690,923

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,834,540	55,977	+3.1%	Shares	Sole	2026-07-16
2026-03-31	$6,155,781	54,279	-3.9%	Shares	Sole	2026-04-23
2025-12-31	$6,590,884	56,482	-5.4%	Shares	Sole	2026-01-29
2025-09-30	$6,059,448	59,699	-0.3%	Shares	Sole	2025-10-29
2025-06-30	$5,095,198	59,859	+1.1%	Shares	Sole	2025-07-28
2025-03-31	$4,203,601	59,214	+0.3%	Shares	Sole	2025-04-14
2024-12-31	$4,157,303	59,061	-2.0%	Shares	Sole	2025-01-13
2024-09-30	$3,773,528	60,280	+3.4%	Shares	Sole	2024-10-22
2024-06-30	$3,699,464	58,296	+0.6%	Shares	Sole	2024-07-23
2024-03-31	$3,663,366	57,928	-1.7%	Shares	Sole	2024-04-16
2023-12-31	$3,032,696	58,956	+0.5%	Shares	Sole	2024-01-17
2023-09-30	$2,413,097	58,670	+22.5%	Shares	Sole	2023-10-13
2023-06-30	$2,205,592	47,906	+6.3%	Shares	Sole	2023-07-31
2023-03-31	$2,112,675	45,056	+2.0%	Shares	Sole	2023-05-18
2022-12-31	$1,997,175	44,156	-1.6%	Shares	Sole	2023-01-24
2022-09-30	$1,869,607	44,867	+2.2%	Shares	Sole	2022-10-18
2022-06-30	$2,018,823	43,897	+3.9%	Shares	Sole	2022-07-20
2022-03-31	$2,255,989	42,247	-0.9%	Shares	Sole	2022-05-02
2021-12-31	$2,574,606	42,633	-1.4%	Shares	Sole	2022-01-18
2021-09-30	$3,035,495	43,253	+0.3%	Shares	Sole	2021-10-14
2021-06-30	$3,051,306	43,128	+6.1%	Shares	Sole	2021-07-12
2021-03-31	$2,956,778	40,643	+0.0%	Shares	Sole	2021-04-12
2020-12-31	$2,505,924	40,641	+0.0%	Shares	Sole	2021-02-10
2020-09-30	$1,751,990	40,640	-5.6%	Shares	Sole	2020-11-09
2020-06-30	$2,199,906	43,051	-0.0%	Shares	Sole	2020-07-06
2020-03-31	$1,813,560	43,057	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.