Focus Partners Wealth

Position in C — Citigroup Inc

CIK 1542153 ST LOUIS, MO

Position in C

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$80,507,150

+$1,300,896 QoQ

Shares Held

709,877

+4.6% QoQ

Ownership

0.041%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 61.79947571588899.ToString("F0")% Shared 0.ToString("F0")% None 38.20052428411101.ToString("F0")%

Financial Services · as of Mar 31, 2026

Focus Partners Wealth holds $1,332,153,954 across 19 Banks - Diversified names. C ranks #3 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	3,107,487	$914,098,375
2	BAC	Bank Of America Corp /De/	3,483,781	$169,834,323
3	C	Citigroup Inc This page	709,877	$80,507,150
4	WFC	Wells Fargo & Company/Mn	725,628	$57,767,245
5	BNY	Bank of New York Mellon Corp	349,135	$41,417,885
6	RY	Royal Bank Of Canada	198,124	$32,052,500
7	BCS	Barclays PLC	352,123	$7,450,922
8	MUFG	Mitsubishi Ufj Financial Group Inc	324,017	$5,498,568

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$80,507,150	709,877	+4.6%	Shares	Sole	2026-05-15
2025-12-31	$79,206,254	678,775	+88.1%	Shares	Sole	2026-02-13
2025-09-30	$36,619,677	360,785	+19.4%	Shares	Sole	2025-11-14
2025-06-30	$25,713,645	302,087	-0.7%	Shares	Sole	2025-08-14
2025-03-31	$21,601,405	304,288	+5.0%	Shares	Sole	2025-05-20
2024-12-31	$20,404,160	289,873	+306.9%	Shares	Sole	2025-05-29
2024-09-30	$4,459,436	71,237	-34.3%	Shares	Sole	2024-11-14
2024-06-30	$6,886,044	108,510	+310.5%	Shares	Sole	2024-08-15
2024-03-31	$1,671,559	26,432	+12.0%	Shares	Sole	2024-05-16
2023-12-31	$1,214,498	23,610	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.