One Capital Management, LLC

Position in C — Citigroup Inc

CIK 1606588 WESTLAKE VILLAGE, CA

Position in C

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

Position Value

$23,228,881

+$4,406,451 QoQ

Shares Held

165,968

0.0% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

1.61%

of 13F equity value

Holder Rank

#391

of 2,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

One Capital Management, LLC holds $50,415,364 across 5 Banks - Diversified names. C ranks #1 (46.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc This page	165,968	$23,228,881
2	JPM	Jpmorgan Chase & Co	70,363	$23,031,920
3	WFC	Wells Fargo & Company/Mn	23,601	$1,950,386
4	RY	Royal Bank Of Canada	6,385	$1,321,503
5	TD	Toronto Dominion Bank	7,269	$882,674

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,228,881	165,968	0.0%	Shares	Sole	2026-08-13
2026-03-31	$18,822,430	165,968	+1.5%	Shares	Sole	2026-05-13
2025-12-31	$19,079,165	163,503	+0.1%	Shares	Sole	2026-02-10
2025-09-30	$16,584,998	163,399	-4.9%	Shares	Sole	2025-11-14
2025-06-30	$14,620,636	171,765	+6.9%	Shares	Sole	2025-08-11
2025-03-31	$11,404,969	160,656	-1.9%	Shares	Sole	2025-05-14
2024-12-31	$11,524,321	163,721	-2.5%	Shares	Sole	2025-02-06
2024-09-30	$10,512,355	167,929	+9.9%	Shares	Sole	2024-11-12
2024-06-30	$9,699,036	152,837	+3.8%	Shares	Sole	2024-08-09
2024-03-31	$9,310,888	147,231	+1.5%	Shares	Sole	2024-05-08
2023-12-31	$7,459,880	145,021	+3.0%	Shares	Sole	2024-02-07
2023-09-30	$5,792,337	140,830	+3.7%	Shares	Sole	2023-11-09
2023-06-30	$6,250,160	135,755	+10.3%	Shares	Sole	2023-08-14
2023-03-31	$5,769,298	123,039	+8.7%	Shares	Sole	2023-05-11
2022-12-31	$5,119,040	113,178	+0.8%	Shares	Sole	2023-02-16
2022-09-30	$4,676,832	112,235	+16.2%	Shares	Sole	2022-11-14
2022-06-30	$4,441,990	96,586	+7.6%	Shares	Sole	2022-08-15
2022-03-31	$4,795,159	89,797	+9.2%	Shares	Sole	2022-05-17
2021-12-31	$4,964,903	82,214	+7.9%	Shares	Sole	2022-01-31
2021-09-30	$5,347,294	76,194	-1.1%	Shares	Sole	2021-11-12
2021-06-30	$5,450,367	77,037	+5.1%	Shares	Sole	2021-08-16
2021-03-31	$5,330,465	73,271	+0.7%	Shares	Sole	2021-05-14
2020-12-31	$4,487,799	72,783	+9.2%	Shares	Sole	2021-02-16
2020-09-30	$2,873,885	66,664	+13.6%	Shares	Sole	2020-10-23
2020-06-30	$2,999,518	58,699	+20.0%	Shares	Sole	2020-08-17
2020-03-31	$2,060,510	48,920	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.