ZACKS INVESTMENT MANAGEMENT

Position in C — Citigroup Inc

CIK 1086483 Chicago, IL

Position in C

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$70,782,390

+$13,191,999 QoQ

Shares Held

505,733

-0.4% QoQ

Ownership

0.029%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#223

of 2,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

ZACKS INVESTMENT MANAGEMENT holds $704,978,174 across 5 Banks - Diversified names. C ranks #5 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	910,319	$297,974,718
2	BAC	Bank Of America Corp /De/	2,244,960	$127,917,820
3	BNY	Bank of New York Mellon Corp	847,536	$122,562,180
4	WFC	Wells Fargo & Company/Mn	1,037,525	$85,741,066
5	C	Citigroup Inc This page	505,733	$70,782,390

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$70,782,390	505,733	-0.4%	Shares	Sole	2026-08-13
2026-03-31	$57,590,391	507,807	-1.0%	Shares	Sole	2026-05-14
2025-12-31	$59,879,006	513,146	-0.3%	Shares	Sole	2026-02-17
2025-09-30	$52,243,166	514,711	-0.1%	Shares	Sole	2025-11-14
2025-06-30	$43,858,590	515,256	+1.3%	Shares	Sole	2025-08-12
2025-03-31	$36,091,245	508,399	+1.5%	Shares	Sole	2025-05-14
2024-12-31	$35,271,584	501,088	-2.3%	Shares	Sole	2025-02-13
2024-09-30	$32,102,782	512,824	+3.6%	Shares	Sole	2024-11-14
2024-06-30	$31,421,520	495,139	+2.9%	Shares	Sole	2024-08-14
2024-03-31	$30,427,862	481,149	+4.6%	Shares	Sole	2024-05-15
2023-12-31	$23,661,011	459,973	-6.9%	Shares	Sole	2024-02-14
2023-09-30	$20,321,469	494,079	-0.5%	Shares	Sole	2023-11-14
2023-06-30	$22,863,417	496,599	+0.9%	Shares	Sole	2023-08-15
2023-03-31	$23,072,787	492,062	+7.5%	Shares	Sole	2023-05-15
2022-12-31	$20,700,097	457,663	-20.0%	Shares	Sole	2023-02-14
2022-09-30	$23,852,074	572,404	+29.3%	Shares	Sole	2022-11-14
2022-06-30	$20,357,519	442,651	+5.4%	Shares	Sole	2022-08-15
2022-03-31	$22,430,296	420,043	+10.1%	Shares	Sole	2022-05-13
2021-12-31	$23,034,074	381,422	-4.2%	Shares	Sole	2022-02-15
2021-09-30	$27,935,570	398,056	+2.8%	Shares	Sole	2021-11-15
2021-06-30	$27,398,857	387,263	+5.6%	Shares	Sole	2021-08-16
2021-03-31	$26,688,846	366,857	-3.0%	Shares	Sole	2021-05-17
2020-12-31	$23,314,817	378,119	-8.0%	Shares	Sole	2021-02-16
2020-09-30	$17,725,969	411,180	+4.4%	Shares	Sole	2020-11-16
2020-06-30	$20,119,347	393,725	-2.3%	Shares	Sole	2020-08-14
2020-03-31	$16,977,813	403,082	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.