Krilogy Financial LLC

Position in C — Citigroup Inc

CIK 1659047 ST. LOUIS, MO

Position in C

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$4,728,408

+$1,074,792 QoQ

Shares Held

33,784

+4.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#762

of 2,621 holders

Holding Since

Jun 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Krilogy Financial LLC holds $20,409,581 across 5 Banks - Diversified names. C ranks #3 (23.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	25,202	$8,249,370
2	BAC	Bank Of America Corp /De/	84,273	$4,801,875
3	C	Citigroup Inc This page	33,784	$4,728,408
4	WFC	Wells Fargo & Company/Mn	23,477	$1,940,139
5	BNY	Bank of New York Mellon Corp	4,770	$689,789

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,728,408	33,784	+4.9%	Shares	Sole	2026-07-27
2026-03-31	$3,653,616	32,216	+29.6%	Shares	Sole	2026-04-17
2025-12-31	$2,901,263	24,863	+17.8%	Shares	Sole	2026-01-27
2025-09-30	$2,142,157	21,105	+62.6%	Shares	Sole	2025-11-06
2025-06-30	$1,104,517	12,976	+20.6%	Shares	Sole	2025-07-09
2025-03-31	$763,923	10,761	-7.2%	Shares	Sole	2025-04-16
2024-06-30	$735,882	11,596	+14.3%	Shares	Sole	2024-07-22
2024-03-31	$641,696	10,147	+119.4%	Shares	Sole	2024-04-24
2023-03-31	$216,866	4,625	-5.1%	Shares	Sole	2023-05-03
2022-12-31	$220,451	4,874	-27.3%	Shares	Sole	2023-02-13
2022-09-30	$279,272	6,702	-20.2%	Shares	Sole	2022-10-06
2022-06-30	$386,270	8,399	+8.9%	Shares	Sole	2022-07-14
2022-03-31	$411,767	7,711	-70.2%	Shares	Sole	2022-04-28
2021-12-31	$1,561,926	25,864	+0.5%	Shares	Sole	2022-01-27
2021-09-30	$1,806,363	25,739	+2.7%	Shares	Sole	2021-10-25
2021-06-30	$1,772,429	25,052	+6.0%	Shares	Sole	2021-07-20
2021-03-31	$1,720,173	23,645	-0.4%	Shares	Sole	2021-04-21
2020-12-31	$1,463,993	23,743	+9.0%	Shares	Sole	2021-02-11
2020-09-30	$939,453	21,792	+396.1%	Shares	Sole	2020-11-13
2020-06-30	$224,482	4,393	—	Shares	Sole	2020-08-06
No filing history on record for this holder in this stock.