SONATA CAPITAL GROUP INC

Position in C — Citigroup Inc

CIK 1172036 SEATTLE, WA

Position in C

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$230,094

+$17,082 QoQ

Shares Held

1,644

-58.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#2,200

of 2,621 holders

Holding Since

Mar 2020

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SONATA CAPITAL GROUP INC holds $4,684,435 across 4 Banks - Diversified names. C ranks #4 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	11,510	$3,767,568
2	BAC	Bank Of America Corp /De/	7,100	$404,558
3	WFC	Wells Fargo & Company/Mn	3,415	$282,215
4	C	Citigroup Inc This page	1,644	$230,094

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$230,094	1,644	-58.8%	Shares	Sole	2026-07-24
2022-03-31	$213,012	3,989	-14.9%	Shares	Sole	2022-04-22
2021-12-31	$283,168	4,689	0.0%	Shares	Sole	2022-02-11
2021-09-30	$329,074	4,689	0.0%	Shares	Sole	2021-11-08
2021-06-30	$331,746	4,689	0.0%	Shares	Sole	2021-08-05
2021-03-31	$341,124	4,689	-5.7%	Shares	Sole	2021-05-03
2020-12-31	$306,450	4,970	0.0%	Shares	Sole	2021-01-29
2020-09-30	$214,256	4,970	0.0%	Shares	Sole	2020-10-29
2020-06-30	$253,967	4,970	0.0%	Shares	Sole	2020-08-03
2020-03-31	$209,336	4,970	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.