Triangle Securities Wealth Management

Broker-Dealer

Position in C — Citigroup Inc

CIK 1541353 RALEIGH, NC

Position in C

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

Position Value

$1,440,748

+$258,222 QoQ

Shares Held

10,294

-1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#1,190

of 2,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Triangle Securities Wealth Management holds $15,969,771 across 5 Banks - Diversified names. C ranks #4 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	23,316	$7,632,026
2	BAC	Bank Of America Corp /De/	64,206	$3,658,457
3	WFC	Wells Fargo & Company/Mn	32,176	$2,659,024
4	C	Citigroup Inc This page	10,294	$1,440,748
5	RY	Royal Bank Of Canada	2,800	$579,516

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,440,748	10,294	-1.3%	Shares	Sole	2026-07-14
2026-03-31	$1,182,526	10,427	-7.6%	Shares	Sole	2026-04-20
2025-12-31	$1,316,496	11,282	-0.8%	Shares	Sole	2026-01-13
2025-09-30	$1,154,562	11,375	-8.5%	Shares	Sole	2025-10-15
2025-06-30	$1,058,041	12,430	+1.4%	Shares	Sole	2025-07-10
2025-03-31	$870,266	12,259	-4.7%	Shares	Sole	2025-04-10
2024-12-31	$905,496	12,864	-3.0%	Shares	Sole	2025-01-15
2024-09-30	$830,263	13,263	-0.8%	Shares	Sole	2024-11-14
2024-06-30	$848,840	13,376	-0.2%	Shares	Sole	2024-07-10
2024-03-31	$847,795	13,406	-0.4%	Shares	Sole	2024-04-10
2023-12-31	$692,485	13,462	-5.9%	Shares	Sole	2024-01-10
2023-09-30	$588,570	14,310	-16.8%	Shares	Sole	2023-10-10
2023-06-30	$791,427	17,190	-1.2%	Shares	Sole	2023-07-13
2023-03-31	$816,120	17,405	-0.2%	Shares	Sole	2023-04-20
2022-12-31	$789,037	17,445	-14.6%	Shares	Sole	2023-01-11
2022-09-30	$850,734	20,416	-25.8%	Shares	Sole	2022-10-19
2022-06-30	$1,265,138	27,509	-10.4%	Shares	Sole	2022-07-11
2022-03-31	$1,640,020	30,712	-4.3%	Shares	Sole	2022-04-13
2021-12-31	$1,937,794	32,088	+2.2%	Shares	Sole	2022-01-14
2021-09-30	$2,202,529	31,384	+1.4%	Shares	Sole	2021-10-14
2021-06-30	$2,188,934	30,939	+0.3%	Shares	Sole	2021-07-12
2021-03-31	$2,243,828	30,843	-0.5%	Shares	Sole	2021-04-12
2020-12-31	$1,911,151	30,995	+1.0%	Shares	Sole	2021-01-11
2020-09-30	$1,323,606	30,703	-4.3%	Shares	Sole	2020-10-09
2020-06-30	$1,639,952	32,093	+0.3%	Shares	Sole	2020-07-08
2020-03-31	$1,347,629	31,995	—	Shares	Sole	2020-04-06
No filing history on record for this holder in this stock.