BOURGEON CAPITAL MANAGEMENT LLC

Position in C — Citigroup Inc

CIK 1088731 Darien, CT

Position in C

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$18,082,412

+$3,030,410 QoQ

Shares Held

129,197

-2.7% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

2.85%

of 13F equity value

Holder Rank

#441

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

BOURGEON CAPITAL MANAGEMENT LLC holds $64,381,803 across 3 Banks - Diversified names. C ranks #2 (28.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	88,712	$29,038,098
2	C	Citigroup Inc This page	129,197	$18,082,412
3	BAC	Bank Of America Corp /De/	302,936	$17,261,293

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,082,412	129,197	-2.7%	Shares	Sole	2026-07-22
2026-03-31	$15,052,002	132,722	+8.2%	Shares	Sole	2026-04-13
2025-12-31	$14,316,696	122,690	-9.4%	Shares	Sole	2026-01-15
2025-09-30	$13,739,547	135,365	-0.3%	Shares	Sole	2025-10-21
2025-06-30	$11,559,296	135,800	+100.0%	Shares	Sole	2025-07-18
2025-03-31	$4,821,072	67,912	-1.4%	Shares	Sole	2025-04-09
2024-12-31	$4,848,955	68,887	-1.6%	Shares	Sole	2025-01-17
2024-09-30	$4,382,125	70,002	-4.1%	Shares	Sole	2024-10-16
2024-06-30	$4,632,008	72,991	+0.0%	Shares	Sole	2024-07-11
2024-03-31	$4,614,116	72,962	+0.0%	Shares	Sole	2024-04-19
2023-12-31	$3,752,548	72,950	-2.9%	Shares	Sole	2024-01-30
2023-09-30	$3,088,863	75,100	+2.0%	Shares	Sole	2023-11-01
2023-06-30	$3,388,544	73,600	0.0%	Shares	Sole	2023-07-20
2023-03-31	$3,451,104	73,600	+7.9%	Shares	Sole	2023-04-17
2022-12-31	$3,084,686	68,200	-12.1%	Shares	Sole	2023-01-20
2022-09-30	$3,231,508	77,550	0.0%	Shares	Sole	2022-10-27
2022-06-30	$3,566,524	77,550	+0.2%	Shares	Sole	2022-07-27
2022-03-31	$4,133,160	77,400	+8.9%	Shares	Sole	2022-05-03
2021-12-31	$4,293,729	71,100	+9.3%	Shares	Sole	2022-01-31
2021-09-30	$4,565,209	65,050	-5.0%	Shares	Sole	2021-11-09
2021-06-30	$4,846,375	68,500	0.0%	Shares	Sole	2021-07-19
2021-03-31	$4,983,375	68,500	-0.4%	Shares	Sole	2021-05-13
2020-12-31	$4,242,208	68,800	+5.4%	Shares	Sole	2021-01-29
2020-09-30	$2,815,083	65,300	+46.4%	Shares	Sole	2020-10-28
2020-06-30	$2,279,060	44,600	+63.5%	Shares	Sole	2020-07-27
2020-03-31	$1,149,033	27,280	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.