Waldron Private Wealth LLC

Position in C — Citigroup Inc

CIK 1598180 BRIDGEVILLE, PA

Position in C

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$591,331

+$110,813 QoQ

Shares Held

4,225

-0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,627

of 2,621 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Waldron Private Wealth LLC holds $9,043,664 across 4 Banks - Diversified names. C ranks #3 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	21,060	$6,893,569
2	BAC	Bank Of America Corp /De/	18,621	$1,061,024
3	C	Citigroup Inc This page	4,225	$591,331
4	WFC	Wells Fargo & Company/Mn	6,023	$497,740

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$591,331	4,225	-0.3%	Shares	Sole	2026-07-20
2026-03-31	$480,518	4,237	+2.5%	Shares	Sole	2026-04-10
2025-12-31	$482,163	4,132	-14.5%	Shares	Sole	2026-01-14
2025-09-30	$490,752	4,835	-35.7%	Shares	Sole	2025-10-30
2024-12-31	$529,191	7,518	-1.9%	Shares	Sole	2025-01-24
2024-09-30	$479,702	7,663	-30.1%	Shares	Sole	2024-10-21
2024-06-30	$695,521	10,960	+2.9%	Shares	Sole	2024-07-31
2024-03-31	$673,316	10,647	+38.5%	Shares	Sole	2024-05-09
2023-12-31	$395,316	7,685	-9.7%	Shares	Sole	2024-08-29
2023-09-30	$350,139	8,513	-7.0%	Shares	Sole	2024-08-29
2023-06-30	$421,219	9,149	+5.1%	Shares	Sole	2024-08-29
2023-03-31	$408,318	8,708	-5.9%	Shares	Sole	2024-08-29
2022-12-31	$418,467	9,252	0.0%	Shares	Sole	2023-02-08
2022-09-30	$385,530	9,252	-14.2%	Shares	Sole	2022-11-14
2022-06-30	$495,910	10,783	+4.3%	Shares	Sole	2022-08-03
2022-03-31	$551,942	10,336	+32.4%	Shares	Sole	2022-05-04
2021-12-31	$471,525	7,808	-4.4%	Shares	Sole	2022-02-02
2021-09-30	$573,160	8,167	+71.9%	Shares	Sole	2021-11-02
2021-06-30	$336,133	4,751	+2.7%	Shares	Sole	2021-08-06
2021-03-31	$336,614	4,627	+0.0%	Shares	Sole	2021-05-11
2020-12-31	$285,239	4,626	-13.4%	Shares	Sole	2021-02-12
2020-09-30	$230,250	5,341	+9.2%	Shares	Sole	2020-11-13
2020-06-30	$249,930	4,891	-43.1%	Shares	Sole	2020-08-11
2020-03-31	$362,232	8,600	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.