Boltwood Capital Management

Position in C — Citigroup Inc

CIK 1563690 WALNUT CREEK, CA

Position in C

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$816,526

+$272,045 QoQ

Shares Held

5,834

+21.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#1,455

of 2,621 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Boltwood Capital Management holds $8,924,431 across 6 Banks - Diversified names. C ranks #3 (9.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	16,944	$5,546,279
2	WFC	Wells Fargo & Company/Mn	17,160	$1,418,102
3	C	Citigroup Inc This page	5,834	$816,526
4	BMO	Bank Of Montreal /Can/	4,400	$777,480
5	BAC	Bank Of America Corp /De/	3,760	$214,244
6	SAN	Banco Santander, S.A.	11,000	$151,800

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$816,526	5,834	+21.5%	Shares	Sole	2026-07-06
2026-03-31	$544,481	4,801	+23.3%	Shares	Sole	2026-04-08
2025-12-31	$454,274	3,893	+2.6%	Shares	Sole	2026-01-02
2025-09-30	$385,192	3,795	+10.2%	Shares	Sole	2025-10-06
2025-06-30	$293,238	3,445	-60.8%	Shares	Sole	2025-07-08
2022-12-31	$397,255	8,783	+4.9%	Shares	Sole	2023-01-06
2022-09-30	$348,902	8,373	+10.1%	Shares	Sole	2022-10-04
2022-06-30	$349,891	7,608	+5.1%	Shares	Sole	2022-07-07
2022-03-31	$386,616	7,240	-7.0%	Shares	Sole	2022-04-20
2021-12-31	$470,136	7,785	-1.0%	Shares	Sole	2022-01-10
2021-09-30	$551,614	7,860	+1.1%	Shares	Sole	2021-10-08
2021-06-30	$550,081	7,775	+1.8%	Shares	Sole	2021-07-06
2021-03-31	$555,446	7,635	+15.0%	Shares	Sole	2021-04-05
2020-12-31	$409,422	6,640	-54.3%	Shares	Sole	2021-01-04
2020-09-30	$625,957	14,520	+4.1%	Shares	Sole	2020-10-05
2020-06-30	$712,589	13,945	+19.6%	Shares	Sole	2020-07-02
2020-03-31	$491,119	11,660	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.