Berkeley Capital Partners, LLC

Position in C — Citigroup Inc

CIK 1667694 Milton, GA

Position in C

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,783,370

+$120,326 QoQ

Shares Held

12,742

-13.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

#1,106

of 2,621 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Berkeley Capital Partners, LLC holds $7,316,707 across 4 Banks - Diversified names. C ranks #3 (24.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	8,667	$2,836,969
2	BAC	Bank Of America Corp /De/	43,739	$2,492,248
3	C	Citigroup Inc This page	12,742	$1,783,370
4	WFC	Wells Fargo & Company/Mn	2,470	$204,120

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,783,370	12,742	-13.1%	Shares	Sole	2026-08-06
2026-03-31	$1,663,044	14,664	-9.0%	Shares	Sole	2026-05-07
2025-12-31	$1,879,759	16,109	-8.4%	Shares	Sole	2026-02-05
2025-09-30	$1,785,486	17,591	-19.8%	Shares	Sole	2025-11-10
2025-06-30	$1,867,873	21,944	-2.4%	Shares	Sole	2025-07-30
2025-03-31	$1,596,778	22,493	-3.2%	Shares	Sole	2025-05-05
2024-12-31	$1,636,074	23,243	+374.0%	Shares	Sole	2025-02-11
2024-09-30	$306,990	4,904	-0.7%	Shares	Sole	2024-11-14
2024-06-30	$313,365	4,938	+9.1%	Shares	Sole	2024-08-14
2024-03-31	$286,161	4,525	-81.0%	Shares	Sole	2024-05-14
2023-09-30	$978,235	23,784	+1.7%	Shares	Sole	2023-11-14
2023-06-30	$1,076,415	23,380	+15.0%	Shares	Sole	2023-08-03
2023-03-31	$953,414	20,333	+4.4%	Shares	Sole	2023-05-02
2022-12-31	$880,854	19,475	+10.1%	Shares	Sole	2023-02-10
2022-09-30	$737,225	17,692	+10.2%	Shares	Sole	2022-11-04
2022-06-30	$738,599	16,060	+29.6%	Shares	Sole	2022-08-04
2022-03-31	$661,626	12,390	+109.2%	Shares	Sole	2022-05-05
2021-12-31	$357,689	5,923	+26.6%	Shares	Sole	2022-02-14
2021-09-30	$328,442	4,680	+0.7%	Shares	Sole	2021-11-04
2021-06-30	$328,775	4,647	-1.9%	Shares	Sole	2021-08-16
2021-03-31	$344,616	4,737	+4.5%	Shares	Sole	2021-05-04
2020-12-31	$279,443	4,532	-10.8%	Shares	Sole	2021-01-28
2020-06-30	$259,741	5,083	-69.5%	Shares	Sole	2020-07-30
2020-03-31	$700,918	16,641	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.