PHILLIPS FINANCIAL MANAGEMENT, LLC

Position in C — Citigroup Inc

CIK 1350660 FORT WAYNE, IN

Position in C

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$282,719

+$54,765 QoQ

Shares Held

2,020

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#2,065

of 2,621 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PHILLIPS FINANCIAL MANAGEMENT, LLC holds $10,515,091 across 3 Banks - Diversified names. C ranks #2 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	30,532	$9,994,039
2	C	Citigroup Inc This page	2,020	$282,719
3	WFC	Wells Fargo & Company/Mn	2,884	$238,333

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$282,719	2,020	+0.5%	Shares	Sole	2026-08-03
2026-03-31	$227,954	2,010	-1.6%	Shares	Sole	2026-04-16
2025-12-31	$238,280	2,042	+2.8%	Shares	Sole	2026-01-26
2025-09-30	$201,579	1,986	—	Shares	Sole	2025-10-24
No filing history on record for this holder in this stock.