GUARDIAN INVESTMENT MANAGEMENT

Position in C — Citigroup Inc

CIK 1365474 TIBURON, CA

Position in C

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,272,936

+$243,741 QoQ

Shares Held

9,095

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#1,231

of 2,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

GUARDIAN INVESTMENT MANAGEMENT holds $6,141,549 across 3 Banks - Diversified names. C ranks #3 (20.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	49,770	$2,835,894
2	JPM	Jpmorgan Chase & Co	6,210	$2,032,719
3	C	Citigroup Inc This page	9,095	$1,272,936

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,272,936	9,095	+0.2%	Shares	Sole	2026-07-20
2026-03-31	$1,029,195	9,075	-0.4%	Shares	Sole	2026-04-16
2025-12-31	$1,063,395	9,113	-3.8%	Shares	Sole	2026-01-23
2025-09-30	$961,712	9,475	-10.8%	Shares	Sole	2025-11-13
2025-06-30	$904,400	10,625	0.0%	Shares	Sole	2025-07-17
2025-03-31	$754,268	10,625	-17.6%	Shares	Sole	2025-04-28
2024-12-31	$907,327	12,890	-14.0%	Shares	Sole	2025-01-16
2024-09-30	$938,374	14,990	-8.0%	Shares	Sole	2024-10-10
2024-06-30	$1,033,763	16,290	-0.9%	Shares	Sole	2024-07-24
2024-03-31	$1,039,665	16,440	-8.4%	Shares	Sole	2024-04-26
2023-12-31	$923,605	17,955	-0.2%	Shares	Sole	2024-01-31
2023-09-30	$740,134	17,995	-2.4%	Shares	Sole	2023-10-13
2023-06-30	$848,517	18,430	-5.1%	Shares	Sole	2023-07-17
2023-03-31	$911,072	19,430	+14.4%	Shares	Sole	2023-05-08
2022-12-31	$768,005	16,980	+4.0%	Shares	Sole	2023-01-13
2022-09-30	$680,471	16,330	+7.6%	Shares	Sole	2022-10-12
2022-06-30	$698,128	15,180	+3.1%	Shares	Sole	2022-07-19
2022-03-31	$786,582	14,730	+3.5%	Shares	Sole	2022-04-22
2021-12-31	$859,349	14,230	+24.0%	Shares	Sole	2022-01-19
2021-09-30	$805,666	11,480	-42.0%	Shares	Sole	2021-10-13
2021-06-30	$1,399,435	19,780	+1.8%	Shares	Sole	2021-07-14
2021-03-31	$1,413,532	19,430	-12.4%	Shares	Sole	2021-04-14
2020-12-31	$1,367,618	22,180	+2.3%	Shares	Sole	2021-01-19
2020-09-30	$935,055	21,690	+6.1%	Shares	Sole	2020-10-13
2020-06-30	$1,044,995	20,450	-6.8%	Shares	Sole	2020-07-13
2020-03-31	$924,534	21,950	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.