Van Hulzen Asset Management, LLC

Position in C — Citigroup Inc

CIK 1600145 EL DORADO HILLS, CA

Position in C

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$288,877

+$54,232 QoQ

Shares Held

2,064

-0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,048

of 2,621 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Van Hulzen Asset Management, LLC holds $22,193,423 across 5 Banks - Diversified names. C ranks #5 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	61,539	$20,143,560
2	BNY	Bank of New York Mellon Corp	6,118	$884,723
3	BAC	Bank Of America Corp /De/	8,807	$501,822
4	WFC	Wells Fargo & Company/Mn	4,531	$374,441
5	C	Citigroup Inc This page	2,064	$288,877

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$288,877	2,064	-0.2%	Shares	Sole	2026-08-13
2026-03-31	$234,645	2,069	0.0%	Shares	Sole	2026-05-14
2025-12-31	$241,431	2,069	+4.0%	Shares	Sole	2026-02-06
2025-09-30	$201,883	1,989	-15.4%	Shares	Sole	2025-11-13
2025-06-30	$200,202	2,352	+13.3%	Shares	Sole	2025-08-13
2024-12-31	$146,129	2,076	-91.1%	Shares	Sole	2025-02-10
2021-12-31	$1,412,642	23,392	-73.2%	Shares	Sole	2022-02-04
2021-09-30	$6,133,170	87,392	+2.2%	Shares	Sole	2021-11-12
2021-06-30	$6,048,559	85,492	+6.6%	Shares	Sole	2021-08-06
2021-03-31	$5,833,968	80,192	+961.6%	Shares	Sole	2021-05-12
2020-06-30	$386,009	7,554	-26.7%	Shares	Sole	2020-08-11
2020-03-31	$434,299	10,311	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.