&PARTNERS

Position in C — Citigroup Inc

CIK 107136 NASHVILLE, TN

Position in C

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$28,049,103

+$6,689,124 QoQ

Shares Held

200,408

+6.4% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#356

of 2,621 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

&PARTNERS holds $461,243,693 across 18 Banks - Diversified names. C ranks #3 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	935,957	$306,366,804
2	BAC	Bank Of America Corp /De/	758,904	$43,242,349
3	C	Citigroup Inc This page	200,408	$28,049,103
4	BNY	Bank of New York Mellon Corp	165,019	$23,863,397
5	WFC	Wells Fargo & Company/Mn	199,406	$16,478,911
6	SMFG	Sumitomo Mitsui Financial Group, Inc.	366,043	$8,631,293
7	RY	Royal Bank Of Canada	33,510	$6,935,564
8	ING	Ing Groep NV	181,951	$5,709,622

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,049,103	200,408	+6.4%	Shares	Sole	2026-08-14
2026-03-31	$21,359,979	188,343	-6.1%	Shares	Sole	2026-05-15
2025-12-31	$23,396,928	200,505	+34.8%	Shares	Sole	2026-02-17
2025-09-30	$15,092,745	148,697	+8.7%	Shares	Sole	2025-11-14
2025-06-30	$11,644,671	136,803	+29.6%	Shares	Sole	2025-08-14
2025-03-31	$7,493,349	105,555	+16.7%	Shares	Sole	2025-05-15
2024-12-31	$6,367,409	90,459	+128.5%	Shares	Sole	2025-02-14
2024-09-30	$2,478,271	39,589	+114.2%	Shares	Sole	2024-11-14
2024-06-30	$1,173,121	18,486	+148.8%	Shares	Sole	2024-07-24
2024-03-31	$469,809	7,429	—	Shares	Sole	2024-04-11
No filing history on record for this holder in this stock.