HighPoint Advisor Group LLC

Position in C — Citigroup Inc

CIK 1616034 DOWNERS GROVE, IL

Position in C

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$554,801

+$103,089 QoQ

Shares Held

3,964

-0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,665

of 2,621 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

HighPoint Advisor Group LLC holds $19,239,628 across 5 Banks - Diversified names. C ranks #4 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	37,735	$12,351,797
2	BAC	Bank Of America Corp /De/	66,561	$3,792,645
3	WFC	Wells Fargo & Company/Mn	26,881	$2,221,445
4	C	Citigroup Inc This page	3,964	$554,801
5	RY	Royal Bank Of Canada	1,541	$318,940

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$554,801	3,964	-0.5%	Shares	Sole	2026-08-05
2026-03-31	$451,712	3,983	-6.8%	Shares	Sole	2026-05-14
2025-12-31	$498,616	4,273	-81.8%	Shares	Sole	2026-05-14
2025-09-30	$2,381,799	23,466	+6.3%	Shares	Sole	2025-11-05
2025-06-30	$1,878,768	22,072	+3.2%	Shares	Sole	2025-08-07
2025-03-31	$1,518,050	21,384	-5.5%	Shares	Sole	2025-05-05
2024-12-31	$1,592,221	22,620	-2.0%	Shares	Sole	2025-02-12
2024-09-30	$1,445,308	23,088	-6.7%	Shares	Sole	2024-11-04
2024-06-30	$1,570,888	24,754	+23.2%	Shares	Sole	2024-08-08
2024-03-31	$1,270,871	20,096	+1.2%	Shares	Sole	2024-05-14
2023-12-31	$1,021,598	19,860	+1.1%	Shares	Sole	2024-03-26
2022-06-30	$903,657	19,649	+25.3%	Shares	Sole	2022-08-15
2021-09-30	$1,100,211	15,677	-2.4%	Shares	Sole	2021-11-15
2021-06-30	$1,136,386	16,062	+29.9%	Shares	Sole	2021-07-29
2021-03-31	$899,844	12,369	+11.9%	Shares	Sole	2021-04-12
2020-12-31	$681,836	11,058	+12.8%	Shares	Sole	2021-02-10
2020-09-30	$422,607	9,803	+10.6%	Shares	Sole	2020-11-06
2020-06-30	$452,797	8,861	-5.8%	Shares	Sole	2020-08-13
2020-03-31	$396,349	9,410	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.