Wharton Business Group, LLC

Position in C — Citigroup Inc

CIK 1513126 MALVERN, PA

Position in C

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$7,106,888

+$1,334,546 QoQ

Shares Held

50,778

-0.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.13%

of 13F equity value

Holder Rank

#665

of 2,621 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wharton Business Group, LLC holds $83,643,600 across 5 Banks - Diversified names. C ranks #3 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	162,098	$53,059,538
2	BAC	Bank Of America Corp /De/	374,259	$21,325,277
3	C	Citigroup Inc This page	50,778	$7,106,888
4	WFC	Wells Fargo & Company/Mn	17,675	$1,460,662
5	BNY	Bank of New York Mellon Corp	4,780	$691,235

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,106,888	50,778	-0.2%	Shares	Sole	2026-08-10
2026-03-31	$5,772,342	50,898	-0.1%	Shares	Sole	2026-05-07
2025-12-31	$5,942,788	50,928	-1.0%	Shares	Sole	2026-02-11
2025-09-30	$5,220,957	51,438	-0.7%	Shares	Sole	2025-11-10
2025-06-30	$4,411,173	51,823	-0.1%	Shares	Sole	2025-08-14
2025-03-31	$3,683,529	51,888	+0.1%	Shares	Sole	2025-05-09
2024-12-31	$3,648,172	51,828	-0.3%	Shares	Sole	2025-02-04
2024-09-30	$3,255,387	52,003	0.0%	Shares	Sole	2024-11-07
2024-06-30	$3,300,110	52,003	-11.0%	Shares	Sole	2024-08-12
2024-03-31	$3,696,567	58,453	+36.4%	Shares	Sole	2024-05-13
2023-12-31	$2,205,129	42,868	+4.2%	Shares	Sole	2024-02-07
2023-09-30	$1,691,388	41,123	-0.7%	Shares	Sole	2023-11-06
2023-06-30	$1,907,575	41,433	+0.2%	Shares	Sole	2023-08-07
2023-03-31	$1,939,276	41,358	+1.5%	Shares	Sole	2023-05-04
2022-12-31	$1,842,353	40,733	+3.5%	Shares	Sole	2023-02-13
2022-09-30	$1,640,672	39,373	+9.2%	Shares	Sole	2022-10-31
2022-06-30	$1,657,617	36,043	+117.9%	Shares	Sole	2022-08-09
2022-03-31	$883,396	16,543	+24.3%	Shares	Sole	2022-05-18
2021-12-31	$803,972	13,313	+54.0%	Shares	Sole	2022-02-10
2021-06-30	$611,492	8,643	+56.8%	Shares	Sole	2021-08-11
2021-03-31	$401,070	5,513	—	Shares	Sole	2021-05-10
No filing history on record for this holder in this stock.