Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in C — Citigroup Inc
CIK 1510434
Seattle, WA
Position in C
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,374,715
+$992,538 QoQ
Shares Held
24,112
+14.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#76
of 391 holders
Holding Since
Sep 2021
13 quarters on record
Voting authority
Sole 99.70139349701394.ToString("F0")%
Shared 0.ToString("F0")%
None 0.29860650298606506.ToString("F0")%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $77,962,110 across 19 Banks - Diversified names. C ranks #4 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
90,555 | $29,641,367 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
179,269 | $25,924,089 | |
| 3 | BAC |
Bank Of America Corp /De/
|
114,822 | $6,542,557 | |
| 4 | C |
Citigroup Inc
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|
24,112 | $3,374,715 | |
| 5 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
56,231 | $3,345,744 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
35,315 | $2,918,431 | |
| 7 | SAN |
Banco Santander, S.A.
|
77,843 | $1,074,233 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
35,701 | $894,666 |
All Filings in C
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,374,715 | 24,112 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,382,177 | 21,005 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,850,503 | 24,428 | Shares | Other | 2026-01-16 | |
| 2025-09-30 | $2,067,149 | 20,366 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $1,707,761 | 20,063 | Shares | Other | 2025-07-21 | |
| 2025-03-31 | $1,349,306 | 19,007 | Shares | Other | 2025-05-08 | |
| 2024-12-31 | $1,539,992 | 21,878 | Shares | Other | 2025-01-22 | |
| 2024-09-30 | $1,051,116 | 16,791 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $665,060 | 10,480 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $483,849 | 7,651 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $329,010 | 6,396 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $208,817 | 5,077 | Shares | Sole | 2023-11-03 | |
| 2021-09-30 | $422,483 | 6,020 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||