NWAM LLC

Position in C — Citigroup Inc

CIK 1655006 MERCER ISLAND, WA

Position in C

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,450,545

+$406,039 QoQ

Shares Held

10,364

+12.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,186

of 2,621 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

NWAM LLC holds $17,862,986 across 8 Banks - Diversified names. C ranks #4 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	27,880	$9,125,960
2	SAN	Banco Santander, S.A.	248,251	$3,425,863
3	BAC	Bank Of America Corp /De/	35,676	$2,032,818
4	C	Citigroup Inc This page	10,364	$1,450,545
5	BMO	Bank Of Montreal /Can/	3,670	$648,489
6	WFC	Wells Fargo & Company/Mn	6,376	$526,912
7	BNS	Bank Of Nova Scotia	4,288	$372,369
8	RY	Royal Bank Of Canada	1,353	$280,030

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,450,545	10,364	+12.5%	Shares	Sole	2026-07-23
2026-03-31	$1,044,506	9,210	+1.3%	Shares	Sole	2026-05-04
2025-12-31	$1,060,595	9,089	-2.0%	Shares	Sole	2026-02-04
2025-09-30	$941,108	9,272	+9.6%	Shares	Sole	2026-02-04
2025-06-30	$720,200	8,461	+10.2%	Shares	Sole	2026-02-04
2025-03-31	$545,061	7,678	+25.4%	Shares	Sole	2025-05-05
2024-12-31	$430,927	6,122	+11.5%	Shares	Sole	2025-02-05
2024-09-30	$343,861	5,493	+0.1%	Shares	Sole	2024-11-12
2024-06-30	$348,141	5,486	+17.2%	Shares	Sole	2024-07-24
2024-03-31	$296,026	4,681	-23.3%	Shares	Sole	2024-05-09
2023-12-31	$313,835	6,101	+6.6%	Shares	Sole	2024-02-14
2023-09-30	$235,428	5,724	-24.6%	Shares	Sole	2023-11-01
2023-06-30	$349,627	7,594	-3.3%	Shares	Sole	2023-08-10
2023-03-31	$368,227	7,853	+5.1%	Shares	Sole	2023-05-12
2022-12-31	$338,094	7,475	+6.1%	Shares	Sole	2023-02-08
2022-09-30	$293,606	7,046	-30.0%	Shares	Sole	2022-11-14
2022-06-30	$462,843	10,064	+2.9%	Shares	Sole	2022-08-10
2022-03-31	$522,305	9,781	+19.4%	Shares	Sole	2022-05-12
2021-12-31	$494,533	8,189	-6.2%	Shares	Sole	2022-02-10
2021-09-30	$612,881	8,733	-6.9%	Shares	Sole	2021-11-03
2021-06-30	$663,493	9,378	-9.9%	Shares	Sole	2021-08-04
2021-03-31	$756,818	10,403	+21.8%	Shares	Sole	2021-04-23
2020-12-31	$526,699	8,542	-6.2%	Shares	Sole	2021-01-22
2020-06-30	$465,521	9,110	+11.7%	Shares	Sole	2020-07-21
2020-03-31	$343,530	8,156	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.