Bollard Group LLC

Position in C — Citigroup Inc

CIK 1556218 BOSTON, MA

Position in C

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$143,878

+$20,148 QoQ

Shares Held

1,028

-5.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#2,324

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

Bollard Group LLC holds $60,602,298 across 5 Banks - Diversified names. C ranks #3 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	149,952	$49,083,788
2	BAC	Bank Of America Corp /De/	196,288	$11,184,490
3	C	Citigroup Inc This page	1,028	$143,878
4	BNY	Bank of New York Mellon Corp	763	$110,337
5	BNS	Bank Of Nova Scotia	919	$79,805

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$143,878	1,028	-5.8%	Shares	Defined	2026-08-12
2026-03-31	$123,730	1,091	+13.3%	Shares	Defined	2026-05-14
2025-12-31	$112,372	963	+0.5%	Shares	Defined	2026-02-13
2025-09-30	$97,237	958	+0.4%	Shares	Defined	2025-11-14
2025-06-30	$81,204	954	+8.0%	Shares	Defined	2025-08-13
2025-03-31	$62,684	883	+0.5%	Shares	Defined	2025-05-15
2024-12-31	$61,872	879	-6.3%	Shares	Defined	2025-02-14
2024-09-30	$58,718	938	+0.6%	Shares	Defined	2024-11-13
2024-06-30	$59,144	932	+0.6%	Shares	Defined	2024-08-14
2024-03-31	$58,560	926	+0.7%	Shares	Defined	2024-05-13
2023-12-31	$47,324	920	+0.9%	Shares	Defined	2024-02-13
2023-09-30	$37,510	912	-12.6%	Shares	Defined	2023-11-14
2023-06-30	$48,065	1,044	+16.5%	Shares	Defined	2023-08-14
2023-03-31	$42,013	896	+0.7%	Shares	Defined	2023-05-12
2022-12-31	$40,254	890	+0.8%	Shares	Defined	2023-02-10
2022-09-30	$36,794	883	+0.7%	Shares	Defined	2022-11-09
2022-06-30	$40,333	877	+0.7%	Shares	Defined	2022-08-12
2022-03-31	$46,511	871	+0.6%	Shares	Defined	2022-05-12
2021-12-31	$52,297	866	+0.5%	Shares	Defined	2022-02-11
2021-09-30	$60,495	862	+0.7%	Shares	Defined	2021-11-12
2021-06-30	$60,562	856	+0.6%	Shares	Defined	2021-08-12
2021-03-31	$61,910	851	+0.1%	Shares	Defined	2021-05-11
2020-12-31	$52,411	850	-28.1%	Shares	Defined	2021-02-04
2020-09-30	$50,999	1,183	+0.3%	Shares	Defined	2020-11-12
2020-06-30	$60,246	1,179	+0.3%	Shares	Defined	2020-08-13
2020-03-31	$49,491	1,175	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.