Family Manage LLC

Position in C — Citigroup Inc

CIK 1539947 NEW YORK, NY

Position in C

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$7,614,803

+$3,345,371 QoQ

Shares Held

54,407

+44.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.25%

of 13F equity value

Holder Rank

#642

of 2,621 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

Family Manage LLC holds $22,794,516 across 5 Banks - Diversified names. C ranks #1 (33.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc This page	54,407	$7,614,803
2	JPM	Jpmorgan Chase & Co	19,674	$6,439,890
3	WFC	Wells Fargo & Company/Mn	49,501	$4,090,762
4	BNY	Bank of New York Mellon Corp	25,895	$3,744,675
5	BAC	Bank Of America Corp /De/	15,872	$904,386

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,614,803	54,407	+44.5%	Shares	Sole	2026-08-14
2026-03-31	$4,269,432	37,646	-60.8%	Shares	Sole	2026-05-15
2025-12-31	$11,217,876	96,134	+4.1%	Shares	Sole	2026-02-17
2025-09-30	$9,376,671	92,381	+2.5%	Shares	Sole	2025-11-13
2025-06-30	$7,672,546	90,138	+2.4%	Shares	Sole	2025-08-14
2025-03-31	$6,246,197	87,987	+3.9%	Shares	Sole	2025-05-15
2024-12-31	$5,959,076	84,658	+4.8%	Shares	Sole	2025-02-14
2024-09-30	$5,057,954	80,798	+1102.4%	Shares	Sole	2024-11-14
2021-12-31	$405,820	6,720	-86.3%	Shares	Sole	2022-02-14
2020-09-30	$2,120,925	49,198	-1.3%	Shares	Sole	2020-11-13
2020-06-30	$2,546,108	49,826	-0.1%	Shares	Sole	2020-08-13
2020-03-31	$2,100,987	49,881	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.