MCDONALD PARTNERS LLC

Position in C — Citigroup Inc

CIK 1331074 Cleveland, OH

Position in C

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$3,541,687

-$3,884,399 QoQ

Shares Held

25,305

-61.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.12%

of 13F equity value

Holder Rank

#860

of 2,621 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MCDONALD PARTNERS LLC holds $13,565,739 across 4 Banks - Diversified names. C ranks #2 (26.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	28,608	$9,364,256
2	C	Citigroup Inc This page	25,305	$3,541,687
3	BAC	Bank Of America Corp /De/	10,264	$584,842
4	WFC	Wells Fargo & Company/Mn	907	$74,954

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,541,687	25,305	-61.4%	Shares	Sole	2026-07-28
2026-03-31	$7,426,086	65,480	+151.5%	Shares	Sole	2026-05-15
2025-12-31	$3,038,024	26,035	+3.1%	Shares	Sole	2026-02-02
2025-09-30	$2,563,890	25,260	+9.1%	Shares	Sole	2025-11-12
2025-06-30	$1,971,294	23,159	-7.4%	Shares	Sole	2025-08-12
2025-03-31	$1,775,388	25,009	0.0%	Shares	Sole	2025-05-15
2024-12-31	$1,760,383	25,009	+17.0%	Shares	Sole	2025-01-31
2024-09-30	$1,337,699	21,369	+6.7%	Shares	Sole	2024-10-15
2024-06-30	$1,271,040	20,029	+7.5%	Shares	Sole	2024-07-17
2024-03-31	$1,178,097	18,629	+26.7%	Shares	Sole	2024-04-15
2023-12-31	$756,116	14,699	+42.0%	Shares	Sole	2024-02-12
2023-09-30	$425,654	10,349	-36.3%	Shares	Sole	2023-10-30
2023-06-30	$748,103	16,249	+1.4%	Shares	Sole	2023-07-17
2023-03-31	$751,365	16,024	-10.1%	Shares	Sole	2023-04-19
2022-12-31	$806,179	17,824	+18.6%	Shares	Sole	2023-01-18
2022-09-30	$626,300	15,030	-29.2%	Shares	Sole	2022-10-21
2022-06-30	$976,137	21,225	+27.2%	Shares	Sole	2022-07-25
2022-03-31	$891,246	16,690	-11.0%	Shares	Sole	2022-04-29
2021-09-30	$1,316,366	18,757	-3.7%	Shares	Sole	2021-11-24
2021-06-30	$1,377,997	19,477	+8.3%	Shares	Sole	2021-11-24
2021-03-31	$1,308,481	17,986	+29.4%	Shares	Sole	2021-11-24
2020-12-31	$857,135	13,901	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.