Pinnacle Wealth Management Advisory Group, LLC
Position in C — Citigroup Inc
CIK 1631864
RED BANK, NJ
Position in C
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,914,806
+$610,315 QoQ
Shares Held
20,826
+2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#912
of 2,617 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Pinnacle Wealth Management Advisory Group, LLC holds $23,418,130 across 8 Banks - Diversified names. C ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
42,093 | $13,778,301 | |
| 2 | BAC |
Bank Of America Corp /De/
|
73,026 | $4,161,021 | |
| 3 | C |
Citigroup Inc
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|
20,826 | $2,914,806 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
12,580 | $1,039,611 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
5,651 | $817,191 | |
| 6 | TD |
Toronto Dominion Bank
|
2,300 | $279,289 | |
| 7 | BCS |
Barclays PLC
|
8,374 | $224,925 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
8,100 | $202,986 |
All Filings in C
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,914,806 | 20,826 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,304,491 | 20,320 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,339,284 | 20,047 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,746,612 | 17,208 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,412,906 | 16,599 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,122,919 | 15,818 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,115,399 | 15,846 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,037,970 | 16,581 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,018,977 | 16,057 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,011,903 | 16,001 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $819,027 | 15,922 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $726,396 | 17,661 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $942,945 | 20,481 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,036,550 | 22,106 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $964,665 | 21,328 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $910,989 | 21,862 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,228,898 | 26,721 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,392,138 | 26,070 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,528,410 | 25,309 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $861,248 | 12,272 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $879,351 | 12,429 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $818,728 | 11,254 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $525,898 | 8,529 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $631,389 | 14,646 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $700,632 | 13,711 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $578,307 | 13,730 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||