Analyst IMS Investment Management Services Ltd.

Position in C — Citigroup Inc

CIK 1634208 Tel-aviv, L3

Back to C Full portfolio

Position in C

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$3,373,455

+$554,877 QoQ

Shares Held

24,103

-3.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#875

of 2,621 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, 2026

Analyst IMS Investment Management Services Ltd. holds $5,487,146 across 4 Banks - Diversified names. C ranks #1 (61.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc This page	24,103	$3,373,455
2	JPM	Jpmorgan Chase & Co	2,978	$974,788
3	BAC	Bank Of America Corp /De/	14,565	$829,913
4	WFC	Wells Fargo & Company/Mn	3,739	$308,990

All Filings in C

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,373,455	24,103	-3.0%	Shares	Defined	2026-07-29
2026-03-31	$2,818,578	24,853	+0.8%	Shares	Defined	2026-04-23
2025-12-31	$2,876,758	24,653	0.0%	Shares	Defined	2026-01-20
2025-09-30	$2,502,279	24,653	0.0%	Shares	Defined	2025-10-20
2025-06-30	$2,098,463	24,653	0.0%	Shares	Defined	2025-08-04
2025-03-31	$1,750,116	24,653	0.0%	Shares	Defined	2025-04-21
2024-12-31	$1,735,324	24,653	0.0%	Shares	Defined	2025-02-10
2024-09-30	$1,543,277	24,653	0.0%	Shares	Defined	2024-11-12
2024-06-30	$1,564,479	24,653	0.0%	Shares	Defined	2024-08-12
2024-03-31	$1,559,055	24,653	0.0%	Shares	Defined	2024-05-15
2023-12-31	$1,268,150	24,653	0.0%	Shares	Defined	2024-02-12
2023-09-30	$1,013,977	24,653	0.0%	Shares	Defined	2023-10-31
2023-06-30	$1,135,024	24,653	0.0%	Shares	Defined	2023-07-31
2023-03-31	$1,155,979	24,653	-15.9%	Shares	Defined	2023-05-02
2022-12-31	$1,326,279	29,323	-1.9%	Shares	Defined	2023-02-08
2022-09-30	$1,245,099	29,880	-6.9%	Shares	Defined	2022-11-14
2022-06-30	$1,476,370	32,102	-0.0%	Shares	Defined	2022-07-25
2022-03-31	$1,714,727	32,111	+0.4%	Shares	Defined	2022-04-28
2021-12-31	$1,930,728	31,971	+1.4%	Shares	Defined	2022-02-10
2021-09-30	$2,212,213	31,522	-1.2%	Shares	Defined	2021-11-16
2021-06-30	$2,257,490	31,908	+0.4%	Shares	Defined	2021-08-05
2021-03-31	$2,311,266	31,770	+0.0%	Shares	Defined	2021-05-06
2020-12-31	$1,958,197	31,758	+7.6%	Shares	Defined	2021-02-04
2020-09-30	$1,272,606	29,520	+2.3%	Shares	Defined	2020-11-10
2020-06-30	$1,473,979	28,845	+0.8%	Shares	Defined	2020-08-03
2020-03-31	$1,205,221	28,614	—	Shares	Defined	2020-05-11
No filing history on record for this holder in this stock.