TRUST POINT INC.

Position in C — Citigroup Inc

CIK 1635633 LA CROSSE, WI

Position in C

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,246,762

+$231,744 QoQ

Shares Held

8,908

-0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#1,234

of 2,617 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 79% Shared 0% None 21%

Financial Services · as of Jun 30, 2026

TRUST POINT INC. holds $17,547,828 across 10 Banks - Diversified names. C ranks #4 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	19,482	$6,377,042
2	WFC	Wells Fargo & Company/Mn	54,673	$4,518,176
3	HSBC	Hsbc Holdings PLC	13,421	$1,276,202
4	C	Citigroup Inc This page	8,908	$1,246,762
5	MUFG	Mitsubishi Ufj Financial Group Inc	49,093	$976,459
6	SAN	Banco Santander, S.A.	61,357	$846,726
7	UBS	UBS Group AG	13,926	$690,172
8	SMFG	Sumitomo Mitsui Financial Group, Inc.	25,437	$599,804

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,246,762	8,908	-0.5%	Shares	Sole	2026-07-08
2026-03-31	$1,015,018	8,950	+1.7%	Shares	Sole	2026-04-15
2025-12-31	$1,027,105	8,802	-0.4%	Shares	Sole	2026-01-13
2025-09-30	$896,854	8,836	-1.0%	Shares	Sole	2025-10-10
2025-06-30	$759,525	8,923	-10.9%	Shares	Sole	2025-07-10
2025-03-31	$710,609	10,010	-26.2%	Shares	Sole	2025-04-17
2024-12-31	$954,488	13,560	-8.6%	Shares	Sole	2025-01-24
2024-09-30	$929,109	14,842	-5.2%	Shares	Sole	2024-10-17
2024-06-30	$994,037	15,664	-3.0%	Shares	Sole	2024-07-24
2024-03-31	$1,021,073	16,146	+12.9%	Shares	Sole	2024-04-19
2023-12-31	$735,334	14,295	—	Shares	Sole	2024-01-23
No filing history on record for this holder in this stock.