Edgemoor Investment Advisors, Inc.

Position in C — Citigroup Inc

CIK 1313792 BETHESDA, MD

Position in C

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$20,680,349

+$4,032,555 QoQ

Shares Held

147,759

+0.7% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

1.47%

of 13F equity value

Holder Rank

#413

of 2,621 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Edgemoor Investment Advisors, Inc. holds $26,403,650 across 5 Banks - Diversified names. C ranks #1 (78.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc This page	147,759	$20,680,349
2	BNY	Bank of New York Mellon Corp	18,610	$2,691,192
3	JPM	Jpmorgan Chase & Co	7,132	$2,334,517
4	BAC	Bank Of America Corp /De/	8,031	$457,606
5	WFC	Wells Fargo & Company/Mn	2,904	$239,986

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,680,349	147,759	+0.7%	Shares	Sole	2026-08-07
2026-03-31	$16,647,794	146,793	+2.1%	Shares	Sole	2026-05-13
2025-12-31	$16,779,321	143,794	+0.2%	Shares	Sole	2026-02-10
2025-09-30	$14,558,754	143,436	-0.1%	Shares	Sole	2025-11-06
2025-06-30	$12,224,679	143,617	-0.2%	Shares	Sole	2025-08-11
2025-03-31	$10,219,010	143,950	+3.8%	Shares	Sole	2025-05-05
2024-12-31	$9,759,925	138,655	-1.4%	Shares	Sole	2025-02-10
2024-09-30	$8,806,004	140,671	+4.0%	Shares	Sole	2024-11-12
2024-06-30	$8,585,122	135,284	+7.4%	Shares	Sole	2024-08-07
2024-03-31	$7,964,825	125,946	+2.0%	Shares	Sole	2024-05-09
2023-12-31	$6,351,502	123,474	-14.3%	Shares	Sole	2024-02-07
2023-09-30	$5,927,449	144,115	+0.4%	Shares	Sole	2023-11-09
2023-06-30	$6,608,397	143,536	+171.0%	Shares	Sole	2023-08-09
2023-03-31	$2,483,388	52,962	+6.8%	Shares	Sole	2023-05-09
2022-12-31	$2,243,769	49,608	-13.9%	Shares	Sole	2023-02-07
2022-09-30	$2,400,983	57,619	+107.4%	Shares	Sole	2022-11-08
2022-06-30	$1,277,832	27,785	+6.6%	Shares	Sole	2022-08-04
2022-03-31	$1,391,390	26,056	—	Shares	Sole	2022-05-12
No filing history on record for this holder in this stock.