Linscomb Wealth, Inc.

Position in C — Citigroup Inc

CIK 1313294 Houston, TX

Position in C

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$14,229,873

+$1,804,107 QoQ

Shares Held

101,671

-7.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

1.60%

of 13F equity value

Holder Rank

#491

of 2,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Financial Services · as of Jun 30, 2026

Linscomb Wealth, Inc. holds $51,196,702 across 5 Banks - Diversified names. C ranks #2 (27.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	70,170	$22,968,746
2	C	Citigroup Inc This page	101,671	$14,229,873
3	BAC	Bank Of America Corp /De/	232,749	$13,262,038
4	BNY	Bank of New York Mellon Corp	2,868	$414,741
5	WFC	Wells Fargo & Company/Mn	3,888	$321,304

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,229,873	101,671	-7.2%	Shares	Sole	2026-07-31
2026-03-31	$12,425,766	109,565	-21.9%	Shares	Sole	2026-05-11
2025-12-31	$16,378,725	140,361	-0.6%	Shares	Sole	2026-02-10
2025-09-30	$14,332,307	141,205	-1.2%	Shares	Sole	2025-11-05
2025-06-30	$12,164,073	142,905	+2.3%	Shares	Sole	2025-08-04
2025-03-31	$9,917,515	139,703	-0.8%	Shares	Sole	2025-05-12
2024-12-31	$9,915,980	140,872	+0.1%	Shares	Sole	2025-02-05
2024-09-30	$8,809,823	140,732	-2.4%	Shares	Sole	2024-11-06
2024-06-30	$9,151,947	144,216	-0.4%	Shares	Sole	2024-08-07
2024-03-31	$9,155,001	144,766	+0.7%	Shares	Sole	2024-05-14
2023-12-31	$7,396,351	143,786	-3.2%	Shares	Sole	2024-02-06
2023-09-30	$6,106,529	148,469	-3.5%	Shares	Sole	2023-10-10
2023-06-30	$7,082,471	153,833	-3.9%	Shares	Sole	2023-08-09
2023-03-31	$7,509,292	160,147	+1.3%	Shares	Sole	2023-05-11
2022-12-31	$7,148,103	158,039	+2.4%	Shares	Sole	2023-02-14
2022-09-30	$6,429,430	154,294	+3.0%	Shares	Sole	2022-11-09
2022-06-30	$6,891,095	149,839	+2.6%	Shares	Sole	2022-08-15
2022-03-31	$7,795,118	145,976	-4.1%	Shares	Sole	2022-05-17
2021-12-31	$9,193,169	152,230	+2.8%	Shares	Sole	2022-02-10
2021-09-30	$10,397,447	148,154	+0.2%	Shares	Sole	2021-11-03
2021-06-30	$10,465,057	147,916	+4.1%	Shares	Sole	2021-08-10
2021-03-31	$10,340,030	142,131	+4.3%	Shares	Sole	2021-05-12
2020-12-31	$8,405,429	136,319	+10.0%	Shares	Sole	2021-02-11
2020-09-30	$5,340,811	123,888	+7.1%	Shares	Sole	2020-11-13
2020-06-30	$5,911,452	115,684	+50.6%	Shares	Sole	2020-08-11
2020-03-31	$3,235,279	76,811	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.