KESTRA PRIVATE WEALTH SERVICES, LLC

Position in C — Citigroup Inc

CIK 1649451 AUSTIN, TX

Position in C

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$6,944,955

+$1,263,682 QoQ

Shares Held

49,621

-0.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#671

of 2,617 holders

Holding Since

Sep 2020

24 quarters on record

Financial Services · as of Jun 30, 2026

KESTRA PRIVATE WEALTH SERVICES, LLC holds $164,993,838 across 15 Banks - Diversified names. C ranks #5 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	325,397	$106,512,200
2	BAC	Bank Of America Corp /De/	385,188	$21,948,012
3	BNY	Bank of New York Mellon Corp	82,440	$11,921,648
4	WFC	Wells Fargo & Company/Mn	117,059	$9,673,755
5	C	Citigroup Inc This page	49,621	$6,944,955
6	BCS	Barclays PLC	48,839	$1,311,815
7	HSBC	Hsbc Holdings PLC	12,187	$1,158,861
8	TD	Toronto Dominion Bank	9,498	$1,153,342

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,944,955	49,621	-0.9%	Shares	Sole	2026-07-28
2026-03-31	$5,681,273	50,095	-1.1%	Shares	Sole	2026-04-20
2025-12-31	$5,910,465	50,651	+10.0%	Shares	Sole	2026-01-29
2025-09-30	$4,674,278	46,052	+11.3%	Shares	Sole	2025-11-17
2025-06-30	$3,523,287	41,392	-1.8%	Shares	Sole	2025-08-07
2025-03-31	$2,993,364	42,166	+1.1%	Shares	Sole	2025-05-05
2024-12-31	$2,934,981	41,696	+49.6%	Shares	Sole	2025-01-28
2024-09-30	$1,745,288	27,880	-50.8%	Shares	Sole	2024-11-13
2024-06-30	$3,598,562	56,706	-7.9%	Shares	Sole	2024-08-12
2024-03-31	$3,893,876	61,573	-5.5%	Shares	Sole	2024-05-02
2023-12-31	$3,350,595	65,136	-0.7%	Shares	Sole	2024-02-05
2023-09-30	$2,696,811	65,568	+8.6%	Shares	Sole	2023-11-08
2023-06-30	$2,780,079	60,384	+17.1%	Shares	Sole	2023-08-08
2023-03-31	$2,417,789	51,563	+20.8%	Shares	Sole	2023-05-12
2022-12-31	$1,929,828	42,667	-26.2%	Shares	Sole	2023-02-01
2022-09-30	$2,408,275	57,794	-5.1%	Shares	Sole	2022-11-14
2022-06-30	$2,801,158	60,908	+0.8%	Shares	Sole	2022-08-12
2022-03-31	$3,226,748	60,426	+3.0%	Shares	Sole	2022-07-21
2021-12-31	$3,541,571	58,645	+69.7%	Shares	Sole	2022-07-21
2021-09-30	$2,425,841	34,566	+4.9%	Shares	Sole	2022-07-26
2021-06-30	$2,331,000	32,947	-1.7%	Shares	Sole	2022-07-27
2021-03-31	$2,438,507	33,519	+5.7%	Shares	Sole	2022-07-27
2020-12-31	$1,955,176	31,709	-3.5%	Shares	Sole	2022-07-28
2020-09-30	$1,416,465	32,857	—	Shares	Sole	2022-07-28
No filing history on record for this holder in this stock.