TD PRIVATE CLIENT WEALTH LLC

Position in C — Citigroup Inc

CIK 1551017 NEW YORK, NY

Back to C Full portfolio

Position in C

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$5,442,204

+$1,160,070 QoQ

Shares Held

38,884

+3.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#731

of 2,617 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in C Over Time

Shares Held

Position Value (USD)

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

TD PRIVATE CLIENT WEALTH LLC holds $46,482,603 across 18 Banks - Diversified names. C ranks #3 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	70,249	$22,994,605
2	WFC	Wells Fargo & Company/Mn	105,248	$8,697,694
3	C	Citigroup Inc This page	38,884	$5,442,204
4	BAC	Bank Of America Corp /De/	82,250	$4,686,605
5	TD	Toronto Dominion Bank	14,710	$1,786,235
6	BNY	Bank of New York Mellon Corp	6,305	$911,766
7	ING	Ing Groep NV	13,080	$410,450
8	BCS	Barclays PLC	11,624	$312,220

All Filings in C

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,442,204	38,884	+3.0%	Shares	Defined	2026-08-04
2026-03-31	$4,282,134	37,758	-8.1%	Shares	Defined	2026-04-27
2025-12-31	$4,791,991	41,066	-6.0%	Shares	Defined	2026-02-05
2025-09-30	$4,434,738	43,692	+3.3%	Shares	Defined	2025-10-27
2025-06-30	$3,601,682	42,313	+3.9%	Shares	Defined	2025-07-15
2025-03-31	$2,892,345	40,743	+4.8%	Shares	Defined	2025-04-29
2024-12-31	$2,736,411	38,875	-1.4%	Shares	Defined	2025-02-11
2024-09-30	$2,467,191	39,412	+3.4%	Shares	Defined	2024-11-18
2024-06-30	$2,418,143	38,105	-15.6%	Shares	Defined	2024-08-14
2024-03-31	$2,853,831	45,127	+5.6%	Shares	Defined	2024-08-16
2023-12-31	$2,197,979	42,729	+7.2%	Shares	Defined	2024-08-16
2023-09-30	$1,638,948	39,848	-0.3%	Shares	Defined	2024-08-16
2023-06-30	$1,840,679	39,980	+5.1%	Shares	Defined	2024-08-16
2023-03-31	$1,783,742	38,041	-27.9%	Shares	Defined	2024-08-16
2022-12-31	$2,387,556	52,787	-20.4%	Shares	Defined	2024-08-16
2022-09-30	$2,762,095	66,285	+0.6%	Shares	Defined	2024-08-16
2022-06-30	$3,028,947	65,861	+13.3%	Shares	Defined	2024-08-16
2022-03-31	$3,103,501	58,118	+28.0%	Shares	Defined	2024-08-16
2021-12-31	$2,741,162	45,391	-7.1%	Shares	Defined	2024-08-16
2021-09-30	$3,429,064	48,861	-2.6%	Shares	Defined	2024-08-16
2021-06-30	$3,548,112	50,150	+2.2%	Shares	Defined	2024-08-16
2021-03-31	$3,570,133	49,074	-3.3%	Shares	Defined	2024-08-16
2020-12-31	$3,129,121	50,748	+3.9%	Shares	Defined	2024-08-16
2020-09-30	$2,105,363	48,837	-14.7%	Shares	Defined	2024-08-16
2020-06-30	$2,926,292	57,266	+37.4%	Shares	Defined	2024-08-16
2020-03-31	$1,755,182	41,671	—	Shares	Defined	2024-08-16
No filing history on record for this holder in this stock.