Pointe Capital Management LLC

Position in C — Citigroup Inc

CIK 1640335 GROSSE POINTE FARMS, MI

Position in C

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$630,239

+$119,554 QoQ

Shares Held

4,503

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#1,591

of 2,621 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Pointe Capital Management LLC holds $5,704,161 across 4 Banks - Diversified names. C ranks #4 (11.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	10,062	$3,293,594
2	WFC	Wells Fargo & Company/Mn	10,967	$906,312
3	BAC	Bank Of America Corp /De/	15,339	$874,016
4	C	Citigroup Inc This page	4,503	$630,239

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$630,239	4,503	0.0%	Shares	Sole	2026-08-14
2026-03-31	$510,685	4,503	0.0%	Shares	Sole	2026-05-15
2025-12-31	$525,455	4,503	0.0%	Shares	Sole	2026-02-17
2025-09-30	$457,054	4,503	0.0%	Shares	Sole	2025-11-24
2025-06-30	$383,295	4,503	-2.5%	Shares	Sole	2025-08-05
2025-03-31	$327,831	4,618	-8.0%	Shares	Sole	2025-05-01
2024-12-31	$353,217	5,018	0.0%	Shares	Sole	2025-02-05
2024-09-30	$314,126	5,018	-1.8%	Shares	Sole	2024-10-24
2024-06-30	$324,344	5,111	+2.3%	Shares	Sole	2024-07-12
2024-03-31	$315,947	4,996	-4.3%	Shares	Sole	2024-05-07
2023-12-31	$268,568	5,221	0.0%	Shares	Sole	2024-02-06
2023-09-30	$214,739	5,221	0.0%	Shares	Sole	2023-11-07
2023-06-30	$240,374	5,221	0.0%	Shares	Sole	2023-08-14
2023-03-31	$244,812	5,221	-1.9%	Shares	Sole	2023-05-15
2022-12-31	$240,759	5,323	-4.2%	Shares	Sole	2023-02-13
2022-09-30	$231,560	5,557	-17.6%	Shares	Sole	2022-11-14
2022-06-30	$309,972	6,740	-11.2%	Shares	Sole	2022-08-26
2022-03-31	$405,306	7,590	-43.7%	Shares	Sole	2022-05-13
2021-12-31	$813,755	13,475	+5.3%	Shares	Sole	2022-02-11
2021-09-30	$897,882	12,794	+0.8%	Shares	Sole	2021-10-29
2021-06-30	$898,242	12,696	+8.7%	Shares	Sole	2021-08-13
2021-03-31	$849,865	11,682	+1.5%	Shares	Sole	2021-05-11
2020-12-31	$709,768	11,511	-6.4%	Shares	Sole	2021-02-12
2020-09-30	$530,037	12,295	+5.9%	Shares	Sole	2020-11-05
2020-06-30	$593,526	11,615	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.