IRONWOOD INVESTMENT MANAGEMENT LLC

Position in C — Citigroup Inc

CIK 1127761 BOSTON, MA

Position in C

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

Position Value

$4,683,341

+$650,255 QoQ

Shares Held

33,462

-5.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

2.09%

of 13F equity value

Holder Rank

#763

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

IRONWOOD INVESTMENT MANAGEMENT LLC holds $6,740,594 across 4 Banks - Diversified names. C ranks #1 (69.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc This page	33,462	$4,683,341
2	JPM	Jpmorgan Chase & Co	3,154	$1,032,398
3	BNY	Bank of New York Mellon Corp	4,847	$700,924
4	BAC	Bank Of America Corp /De/	5,685	$323,931

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,683,341	33,462	-5.9%	Shares	Sole	2026-08-14
2026-03-31	$4,033,086	35,562	-0.0%	Shares	Sole	2026-05-15
2025-12-31	$4,150,196	35,566	-9.7%	Shares	Sole	2026-02-12
2025-09-30	$3,995,649	39,366	-6.9%	Shares	Sole	2025-11-13
2025-06-30	$3,597,681	42,266	-0.1%	Shares	Sole	2025-08-13
2025-03-31	$3,004,509	42,323	0.0%	Shares	Sole	2025-05-15
2024-12-31	$2,979,115	42,323	0.0%	Shares	Sole	2025-02-10
2024-09-30	$2,649,419	42,323	+24.7%	Shares	Sole	2024-11-14
2024-06-30	$2,154,276	33,947	-7.1%	Shares	Sole	2024-08-16
2024-03-31	$2,311,232	36,547	+89.1%	Shares	Sole	2024-05-15
2023-12-31	$993,923	19,322	+1.8%	Shares	Sole	2024-02-14
2023-09-30	$780,811	18,984	+24.6%	Shares	Sole	2023-11-16
2023-06-30	$701,373	15,234	+7.0%	Shares	Sole	2023-08-11
2023-03-31	$667,432	14,234	+18.8%	Shares	Sole	2023-05-15
2022-12-31	$542,036	11,984	+12.3%	Shares	Sole	2023-01-31
2022-09-30	$444,577	10,669	+9.5%	Shares	Sole	2022-11-14
2022-06-30	$447,942	9,740	+11.4%	Shares	Sole	2022-08-12
2022-03-31	$466,716	8,740	-0.9%	Shares	Sole	2022-05-10
2021-12-31	$532,700	8,821	-4.3%	Shares	Sole	2022-02-10
2021-09-30	$647,129	9,221	-1.6%	Shares	Sole	2021-11-12
2021-06-30	$662,998	9,371	0.0%	Shares	Sole	2021-08-16
2021-03-31	$681,740	9,371	-0.6%	Shares	Sole	2021-05-14
2020-12-31	$581,392	9,429	-8.7%	Shares	Sole	2021-02-12
2020-09-30	$445,283	10,329	-26.4%	Shares	Sole	2020-11-13
2020-06-30	$716,881	14,029	+55.6%	Shares	Sole	2020-08-17
2020-03-31	$379,711	9,015	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.