Allen Capital Group, LLC

Position in C — Citigroup Inc

CIK 1601384 GRAND ISLAND, NE

Position in C

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$745,426

+$159,437 QoQ

Shares Held

5,326

+3.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,501

of 2,621 holders

Holding Since

Dec 2023

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Allen Capital Group, LLC holds $14,418,071 across 5 Banks - Diversified names. C ranks #3 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	33,826	$11,072,264
2	BAC	Bank Of America Corp /De/	33,072	$1,884,442
3	C	Citigroup Inc This page	5,326	$745,426
4	WFC	Wells Fargo & Company/Mn	6,926	$572,364
5	SAN	Banco Santander, S.A.	10,404	$143,575

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$745,426	5,326	+3.1%	Shares	Sole	2026-07-27
2026-03-31	$585,989	5,167	+10.2%	Shares	Sole	2026-05-27
2025-12-31	$547,276	4,690	+5.2%	Shares	Sole	2026-02-09
2025-09-30	$452,385	4,457	+1.6%	Shares	Sole	2025-10-27
2025-06-30	$373,421	4,387	+28.9%	Shares	Sole	2025-08-12
2025-03-31	$241,578	3,403	-1.7%	Shares	Sole	2025-05-02
2024-12-31	$243,690	3,462	+9.1%	Shares	Sole	2025-01-23
2024-06-30	$201,358	3,173	-33.6%	Shares	Sole	2024-08-12
2023-12-31	$245,934	4,781	—	Shares	Sole	2024-01-30
No filing history on record for this holder in this stock.