RWA WEALTH PARTNERS, LLC

Position in C — Citigroup Inc

CIK 1544576 BOSTON, MA

Position in C

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$20,529,752

+$4,211,301 QoQ

Shares Held

146,683

+1.9% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#416

of 2,629 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Financial Services · as of Jun 30, 2026

RWA WEALTH PARTNERS, LLC holds $180,242,228 across 9 Banks - Diversified names. C ranks #2 (11.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	401,962	$131,574,221
2	C	Citigroup Inc This page	146,683	$20,529,752
3	SAN	Banco Santander, S.A.	844,907	$11,659,716
4	BAC	Bank Of America Corp /De/	168,999	$9,629,562
5	WFC	Wells Fargo & Company/Mn	30,465	$2,517,627
6	BNY	Bank of New York Mellon Corp	15,255	$2,206,025
7	BCS	Barclays PLC	35,774	$960,889
8	RY	Royal Bank Of Canada	4,025	$833,054

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,529,752	146,683	+1.9%	Shares	Sole	2026-08-07
2026-03-31	$16,318,451	143,889	+1.3%	Shares	Sole	2026-05-13
2025-12-31	$16,572,080	142,018	+0.3%	Shares	Sole	2026-02-12
2025-09-30	$14,373,009	141,606	-33.9%	Shares	Sole	2025-11-10
2025-06-30	$18,241,640	214,305	-16.2%	Shares	Sole	2025-08-06
2025-03-31	$18,158,744	255,793	-8.4%	Shares	Sole	2025-05-13
2024-12-31	$19,651,057	279,174	-7.4%	Shares	Sole	2025-02-12
2024-09-30	$18,865,511	301,366	-16.3%	Shares	Sole	2024-11-08
2024-06-30	$22,840,395	359,918	+1.7%	Shares	Sole	2024-08-12
2024-03-31	$22,382,596	353,931	+459.8%	Shares	Sole	2024-04-29
2023-12-31	$3,252,294	63,225	-1.4%	Shares	Sole	2024-02-01
2023-09-30	$2,638,448	64,149	+0.9%	Shares	Sole	2023-10-11
2023-06-30	$2,927,545	63,587	—	Shares	Sole	2023-08-04
No filing history on record for this holder in this stock.