Proficio Capital Partners LLC

Position in C — Citigroup Inc

CIK 1654175 NEWTON, MA

Position in C

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$960,125

+$548,911 QoQ

Shares Held

6,860

+42.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,371

of 2,621 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Proficio Capital Partners LLC holds $13,430,590 across 5 Banks - Diversified names. C ranks #4 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	28,707	$9,396,662
2	BAC	Bank Of America Corp /De/	27,157	$1,547,405
3	WFC	Wells Fargo & Company/Mn	14,276	$1,179,768
4	C	Citigroup Inc This page	6,860	$960,125
5	BNY	Bank of New York Mellon Corp	2,397	$346,630

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$960,125	6,860	+42.0%	Shares	Sole	2026-08-17
2025-06-30	$411,214	4,831	+13.3%	Shares	Sole	2025-08-07
2025-03-31	$302,630	4,263	+9.6%	Shares	Sole	2025-05-06
2024-12-31	$273,887	3,891	-13.3%	Shares	Sole	2025-02-06
2021-12-31	$271,030	4,488	-11.4%	Shares	Sole	2022-02-11
2021-09-30	$355,602	5,067	+23.4%	Shares	Sole	2021-11-15
2021-06-30	$290,570	4,107	-14.2%	Shares	Sole	2021-08-16
2021-03-31	$348,036	4,784	+22.8%	Shares	Sole	2021-05-14
2020-12-31	$240,227	3,896	-27.3%	Shares	Sole	2021-02-11
2020-09-30	$230,983	5,358	-78.5%	Shares	Sole	2020-11-02
2020-06-30	$1,274,382	24,939	+0.2%	Shares	Sole	2020-08-14
2020-03-31	$1,048,240	24,887	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.