FIRST FOUNDATION ADVISORS

Endowment

Position in C — Citigroup Inc

CIK 1086763 Irvine, CA

Position in C

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

Position Value

$1,019,048

+$278,255 QoQ

Shares Held

7,281

+11.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,332

of 2,621 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

FIRST FOUNDATION ADVISORS holds $36,203,740 across 5 Banks - Diversified names. C ranks #3 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	97,905	$32,047,242
2	BAC	Bank Of America Corp /De/	23,067	$1,314,357
3	C	Citigroup Inc This page	7,281	$1,019,048
4	BNY	Bank of New York Mellon Corp	6,830	$987,686
5	WFC	Wells Fargo & Company/Mn	10,109	$835,407

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,019,048	7,281	+11.5%	Shares	Defined	2026-08-14
2026-03-31	$740,793	6,532	+8.1%	Shares	Defined	2026-05-04
2025-12-31	$705,040	6,042	+7.6%	Shares	Defined	2026-02-04
2025-09-30	$569,922	5,615	+40.1%	Shares	Defined	2025-11-17
2025-06-30	$341,160	4,008	0.0%	Shares	Sole	2025-08-14
2025-03-31	$284,527	4,008	0.0%	Shares	Sole	2025-05-08
2024-12-31	$282,123	4,008	+0.0%	Shares	Sole	2025-02-13
2024-09-30	$250,838	4,007	+39.8%	Shares	Sole	2024-11-14
2024-06-30	$181,938	2,867	+4.6%	Shares	Sole	2024-08-06
2024-03-31	$173,403	2,742	+20.6%	Shares	Sole	2024-05-10
2023-12-31	$116,973	2,274	-53.6%	Shares	Sole	2024-02-14
2023-06-30	$225,642	4,901	-11.0%	Shares	Sole	2023-08-14
2022-06-30	$253,266	5,507	+6.2%	Shares	Sole	2022-08-12
2022-03-31	$276,825	5,184	+31.3%	Shares	Sole	2022-05-05
2021-12-31	$238,419	3,948	-40.6%	Shares	Sole	2022-02-14
2021-09-30	$466,065	6,641	-0.9%	Shares	Sole	2021-11-15
2021-06-30	$474,166	6,702	+17.4%	Shares	Sole	2021-08-13
2021-03-31	$415,329	5,709	+0.5%	Shares	Sole	2021-05-18
2020-12-31	$350,290	5,681	+5.7%	Shares	Sole	2021-02-16
2020-09-30	$231,759	5,376	+0.2%	Shares	Sole	2020-11-12
2020-06-30	$274,049	5,363	-4.9%	Shares	Sole	2020-08-14
2020-03-31	$237,514	5,639	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.