Essex Financial Services, Inc.

Position in C — Citigroup Inc

CIK 1315785 ESSEX, CT

Position in C

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,454,058

+$444,774 QoQ

Shares Held

17,534

-1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#982

of 2,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Essex Financial Services, Inc. holds $34,774,812 across 6 Banks - Diversified names. C ranks #3 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	63,447	$20,768,106
2	BAC	Bank Of America Corp /De/	117,344	$6,686,261
3	C	Citigroup Inc This page	17,534	$2,454,058
4	BNY	Bank of New York Mellon Corp	14,455	$2,090,337
5	WFC	Wells Fargo & Company/Mn	20,566	$1,699,574
6	TD	Toronto Dominion Bank	8,865	$1,076,476

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,454,058	17,534	-1.0%	Shares	Defined	2026-08-10
2026-03-31	$2,009,284	17,717	+1.0%	Shares	Defined	2026-04-24
2025-12-31	$2,046,275	17,536	+1.7%	Shares	Defined	2026-02-10
2025-09-30	$1,750,367	17,245	+0.5%	Shares	Defined	2025-11-07
2025-06-30	$1,460,488	17,158	+1.4%	Shares	Defined	2025-07-16
2025-03-31	$1,201,008	16,918	-5.4%	Shares	Defined	2025-04-25
2024-12-31	$1,258,784	17,883	+1.9%	Shares	Defined	2025-01-29
2024-09-30	$1,098,755	17,552	-5.5%	Shares	Defined	2024-10-24
2024-06-30	$1,178,261	18,567	+17.4%	Shares	Defined	2024-08-09
2024-03-31	$1,000,520	15,821	+0.3%	Shares	Sole	2024-04-24
2023-12-31	$811,260	15,771	+1.6%	Shares	Sole	2024-02-06
2023-09-30	$638,214	15,517	-6.4%	Shares	Sole	2023-11-15
2023-06-30	$762,974	16,572	-0.7%	Shares	Sole	2023-08-09
2023-03-31	$782,265	16,683	-9.7%	Shares	Sole	2023-05-11
2022-12-31	$835,443	18,471	-11.4%	Shares	Sole	2023-02-10
2022-09-30	$868,652	20,846	-2.5%	Shares	Sole	2022-11-07
2022-06-30	$983,588	21,387	+2.7%	Shares	Sole	2022-08-01
2022-03-31	$1,112,428	20,832	-14.3%	Shares	Sole	2022-04-21
2021-12-31	$1,468,382	24,315	-1.5%	Shares	Sole	2022-02-11
2021-09-30	$1,732,814	24,691	+61.2%	Shares	Sole	2021-11-10
2021-06-30	$1,083,394	15,313	0.0%	Shares	Sole	2021-07-30
2021-03-31	$1,114,020	15,313	+5.4%	Shares	Sole	2021-05-11
2020-12-31	$895,611	14,525	-14.8%	Shares	Sole	2021-02-05
2020-09-30	$735,025	17,050	+0.8%	Shares	Sole	2020-11-10
2020-06-30	$864,101	16,910	-13.7%	Shares	Sole	2020-08-06
2020-03-31	$825,678	19,603	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.