West Family Investments, Inc.

Position in C — Citigroup Inc

CIK 1568303 CARLSBAD, CA

Position in C

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$899,802

+$575,450 QoQ

Shares Held

6,429

+124.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#1,399

of 2,621 holders

Holding Since

Jun 2021

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

West Family Investments, Inc. holds $13,392,674 across 18 Banks - Diversified names. C ranks #6 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	8,256	$2,702,436
2	HSBC	Hsbc Holdings PLC	12,240	$1,163,901
3	RY	Royal Bank Of Canada	5,078	$1,050,993
4	BAC	Bank Of America Corp /De/	17,738	$1,010,711
5	SAN	Banco Santander, S.A.	66,897	$923,178
6	C	Citigroup Inc This page	6,429	$899,802
7	MUFG	Mitsubishi Ufj Financial Group Inc	43,037	$856,005
8	WFC	Wells Fargo & Company/Mn	10,007	$826,978

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$899,802	6,429	+124.8%	Shares	Sole	2026-08-10
2026-03-31	$324,352	2,860	-59.6%	Shares	Sole	2026-05-07
2025-12-31	$826,865	7,086	-29.3%	Shares	Sole	2026-02-11
2025-09-30	$1,016,725	10,017	+0.8%	Shares	Sole	2025-11-12
2025-06-30	$846,177	9,941	+41.8%	Shares	Sole	2025-08-13
2025-03-31	$497,639	7,010	0.0%	Shares	Sole	2025-05-02
2024-12-31	$493,433	7,010	-1.1%	Shares	Sole	2025-02-07
2024-09-30	$443,583	7,086	+10.8%	Shares	Sole	2024-11-08
2024-06-30	$405,763	6,394	0.0%	Shares	Sole	2024-08-05
2024-03-31	$404,356	6,394	0.0%	Shares	Sole	2024-05-13
2023-12-31	$328,907	6,394	+5.9%	Shares	Sole	2024-02-06
2023-06-30	$277,851	6,035	-2.8%	Shares	Sole	2023-08-16
2022-12-31	$280,742	6,207	-18.5%	Shares	Sole	2023-02-08
2021-09-30	$534,561	7,617	+22.7%	Shares	Sole	2022-02-15
2021-06-30	$439,357	6,210	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.