Prospera Financial Services Inc

Position in C — Citigroup Inc

CIK 1541625 Dallas, TX

Position in C

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$10,858,516

+$2,151,237 QoQ

Shares Held

77,583

+1.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#555

of 2,617 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Prospera Financial Services Inc holds $134,505,915 across 15 Banks - Diversified names. C ranks #4 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	229,858	$75,239,419
2	BAC	Bank Of America Corp /De/	373,611	$21,288,354
3	WFC	Wells Fargo & Company/Mn	164,152	$13,565,521
4	C	Citigroup Inc This page	77,583	$10,858,516
5	HSBC	Hsbc Holdings PLC	29,125	$2,769,496
6	BNY	Bank of New York Mellon Corp	15,528	$2,245,504
7	RY	Royal Bank Of Canada	8,087	$1,673,766
8	ING	Ing Groep NV	47,124	$1,478,751

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,858,516	77,583	+1.0%	Shares	Sole	2026-07-15
2026-03-31	$8,707,279	76,777	+1.2%	Shares	Sole	2026-04-14
2025-12-31	$8,853,386	75,871	+3.4%	Shares	Sole	2026-02-09
2025-09-30	$7,446,750	73,367	-2.7%	Shares	Sole	2025-11-06
2025-06-30	$6,420,431	75,428	-1.1%	Shares	Sole	2025-08-06
2025-03-31	$5,413,271	76,254	+7.8%	Shares	Sole	2025-05-15
2024-12-31	$4,977,136	70,708	+6.6%	Shares	Sole	2025-02-13
2024-09-30	$4,153,572	66,351	-33.1%	Shares	Sole	2024-11-07
2024-06-30	$6,294,724	99,192	+1.2%	Shares	Sole	2024-08-13
2024-03-31	$6,199,353	98,029	+74.3%	Shares	Sole	2024-08-13
2023-12-31	$2,892,779	56,236	+4.6%	Shares	Sole	2024-02-14
2023-09-30	$2,210,696	53,749	-2.3%	Shares	Sole	2023-11-13
2023-06-30	$2,533,351	55,025	+0.4%	Shares	Sole	2023-08-08
2023-03-31	$2,570,978	54,830	+475.9%	Shares	Sole	2023-05-12
2022-12-31	$430,634	9,521	-85.8%	Shares	Sole	2023-02-08
2022-09-30	$2,800,515	67,207	+21.0%	Shares	Sole	2022-10-27
2022-06-30	$2,554,790	55,551	+340.7%	Shares	Sole	2022-08-08
2022-03-31	$673,053	12,604	+37.4%	Shares	Sole	2022-05-04
2021-12-31	$553,776	9,170	+2.6%	Shares	Sole	2022-02-10
2021-09-30	$627,339	8,939	+24.7%	Shares	Sole	2021-11-12
2021-06-30	$507,206	7,169	-15.5%	Shares	Sole	2021-08-16
2021-03-31	$617,429	8,487	-2.6%	Shares	Sole	2021-05-06
2020-12-31	$537,490	8,717	+32.5%	Shares	Sole	2021-02-12
2020-09-30	$283,663	6,580	-16.5%	Shares	Sole	2020-11-04
2020-06-30	$402,616	7,879	-13.6%	Shares	Sole	2020-08-10
2020-03-31	$384,218	9,122	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.