PATTEN & PATTEN INC/TN

Position in C — Citigroup Inc

CIK 1044905 CHATTANOOGA, TN

Position in C

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$5,669,359

+$1,052,552 QoQ

Shares Held

40,507

-0.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#719

of 2,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PATTEN & PATTEN INC/TN holds $50,486,114 across 6 Banks - Diversified names. C ranks #2 (11.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	116,320	$38,075,025
2	C	Citigroup Inc This page	40,507	$5,669,359
3	BAC	Bank Of America Corp /De/	76,213	$4,342,616
4	RY	Royal Bank Of Canada	6,080	$1,258,377
5	WFC	Wells Fargo & Company/Mn	8,826	$729,380
6	BMO	Bank Of Montreal /Can/	2,328	$411,357

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,669,359	40,507	-0.5%	Shares	Sole	2026-08-05
2026-03-31	$4,616,807	40,709	-0.5%	Shares	Sole	2026-05-01
2025-12-31	$4,773,554	40,908	-2.8%	Shares	Sole	2026-02-03
2025-09-30	$4,273,962	42,108	-2.2%	Shares	Sole	2025-10-31
2025-06-30	$3,665,096	43,058	-7.6%	Shares	Sole	2025-07-28
2025-03-31	$3,308,701	46,608	-0.8%	Shares	Sole	2025-05-07
2024-12-31	$3,306,781	46,978	-2.7%	Shares	Sole	2025-02-10
2024-09-30	$3,021,326	48,264	-8.2%	Shares	Sole	2024-11-04
2024-06-30	$3,336,028	52,569	-8.4%	Shares	Sole	2024-08-13
2024-03-31	$3,627,636	57,363	-13.0%	Shares	Sole	2024-05-10
2023-12-31	$3,392,159	65,944	-26.8%	Shares	Sole	2024-01-23
2023-09-30	$3,707,828	90,149	-9.8%	Shares	Sole	2023-10-27
2023-06-30	$4,598,889	99,889	-1.9%	Shares	Sole	2023-07-14
2023-03-31	$4,776,918	101,875	-4.5%	Shares	Sole	2023-04-25
2022-12-31	$4,823,824	106,651	-9.9%	Shares	Sole	2023-02-01
2022-09-30	$4,931,686	118,351	-6.6%	Shares	Sole	2022-10-19
2022-06-30	$5,829,048	126,746	-4.5%	Shares	Sole	2022-08-02
2022-03-31	$7,089,437	132,761	-1.4%	Shares	Sole	2022-04-25
2021-12-31	$8,128,433	134,599	-2.9%	Shares	Sole	2022-01-26
2021-09-30	$9,729,053	138,630	+1.1%	Shares	Sole	2021-10-22
2021-06-30	$9,705,768	137,184	+34.3%	Shares	Sole	2021-07-13
2021-03-31	$7,430,466	102,137	+94.3%	Shares	Sole	2021-04-23
2020-12-31	$3,240,479	52,554	-5.7%	Shares	Sole	2021-01-19
2020-09-30	$2,403,727	55,758	+1.4%	Shares	Sole	2020-10-08
2020-06-30	$2,809,733	54,985	-13.6%	Shares	Sole	2020-07-21
2020-03-31	$2,680,895	63,649	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.