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RKL Wealth Management LLC

Position in C — Citigroup Inc

CIK 1604723 LANCASTER, PA

Position in C

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$456,129
+$137,901 QoQ
Shares Held
3,259
+16.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,769
of 2,621 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in C Over Time

Shares Held

Position Value (USD)

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

RKL Wealth Management LLC holds $17,547,441 across 4 Banks - Diversified names. C ranks #3 (2.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 C
Citigroup Inc
This page
3,259 $456,129

All Filings in C

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $456,129 3,259
2026-03-31 $318,228 2,806
2025-12-31 $327,432 2,806
2025-09-30 $294,959 2,906
2025-06-30 $247,358 2,906
2025-03-31 $210,272 2,962
2024-12-31 $208,495 2,962