Convergence Investment Partners, LLC

Position in C — Citigroup Inc

CIK 1456133 PALM BEACH GARDENS, FL

Position in C

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$5,336,254

+$2,773,756 QoQ

Shares Held

38,127

+68.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#736

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

Convergence Investment Partners, LLC holds $26,358,739 across 5 Banks - Diversified names. C ranks #3 (20.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	161,117	$9,180,446
2	BNY	Bank of New York Mellon Corp	59,706	$8,634,084
3	C	Citigroup Inc This page	38,127	$5,336,254
4	JPM	Jpmorgan Chase & Co	8,406	$2,751,535
5	WFC	Wells Fargo & Company/Mn	5,523	$456,420

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,336,254	38,127	+68.7%	Shares	Sole	2026-07-31
2026-03-31	$2,562,498	22,595	-8.2%	Shares	Sole	2026-05-07
2025-12-31	$2,872,907	24,620	+25.8%	Shares	Sole	2026-02-05
2025-09-30	$1,986,456	19,571	-10.1%	Shares	Sole	2025-11-04
2025-06-30	$1,853,573	21,776	+31.8%	Shares	Sole	2025-08-01
2025-03-31	$1,172,967	16,523	-27.9%	Shares	Sole	2025-05-06
2024-12-31	$1,613,268	22,919	-0.9%	Shares	Sole	2025-01-31
2024-09-30	$1,447,625	23,125	-7.3%	Shares	Sole	2024-10-29
2024-06-30	$1,583,517	24,953	-3.5%	Shares	Sole	2024-08-01
2024-03-31	$1,635,070	25,855	-31.9%	Shares	Sole	2024-05-03
2023-12-31	$1,953,794	37,982	-3.0%	Shares	Sole	2024-02-05
2023-09-30	$1,611,020	39,169	+4.6%	Shares	Sole	2023-11-02
2023-06-30	$1,723,875	37,443	+307.2%	Shares	Sole	2023-07-26
2023-03-31	$431,200	9,196	+5.2%	Shares	Sole	2023-05-09
2022-12-31	$395,445	8,743	-75.6%	Shares	Sole	2023-02-03
2022-09-30	$1,493,202	35,834	+3.0%	Shares	Sole	2022-11-08
2022-06-30	$1,599,808	34,786	+2.0%	Shares	Sole	2022-08-05
2022-03-31	$1,820,459	34,091	-0.3%	Shares	Sole	2022-04-26
2021-12-31	$2,064,492	34,186	-1.5%	Shares	Sole	2022-01-25
2021-09-30	$2,434,684	34,692	-28.0%	Shares	Sole	2021-10-25
2021-06-30	$3,407,886	48,168	+1.0%	Shares	Sole	2021-07-19
2021-03-31	$3,469,811	47,695	-0.6%	Shares	Sole	2021-04-30
2020-12-31	$2,957,953	47,972	-22.1%	Shares	Sole	2021-02-05
2020-09-30	$2,655,834	61,606	-4.9%	Shares	Sole	2020-10-28
2020-06-30	$3,311,075	64,796	+18.8%	Shares	Sole	2020-07-30
2020-03-31	$2,296,382	54,520	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.