Douglas Lane & Associates, LLC

Position in C — Citigroup Inc

CIK 1672594 NEW YORK, NY

Position in C

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$58,178,572

+$6,993,464 QoQ

Shares Held

415,680

-7.9% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

0.86%

of 13F equity value

Holder Rank

#250

of 2,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Douglas Lane & Associates, LLC holds $317,967,974 across 5 Banks - Diversified names. C ranks #3 (18.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	581,483	$190,336,830
2	BAC	Bank Of America Corp /De/	1,202,334	$68,508,991
3	C	Citigroup Inc This page	415,680	$58,178,572
4	WFC	Wells Fargo & Company/Mn	7,570	$625,584
5	BNY	Bank of New York Mellon Corp	2,199	$317,997

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$58,178,572	415,680	-7.9%	Shares	Sole	2026-07-14
2026-03-31	$51,185,108	451,328	-2.5%	Shares	Sole	2026-04-15
2025-12-31	$53,998,997	462,756	-11.0%	Shares	Sole	2026-01-22
2025-09-30	$52,762,745	519,830	-8.0%	Shares	Sole	2025-10-10
2025-06-30	$48,073,222	564,770	-3.7%	Shares	Sole	2025-07-07
2025-03-31	$41,649,478	586,695	-2.2%	Shares	Sole	2025-04-09
2024-12-31	$42,216,684	599,754	-3.8%	Shares	Sole	2025-01-08
2024-09-30	$39,016,013	623,259	-3.8%	Shares	Sole	2024-10-10
2024-06-30	$41,121,889	647,997	-3.0%	Shares	Sole	2024-07-08
2024-03-31	$42,233,379	667,827	-1.1%	Shares	Sole	2024-04-11
2023-12-31	$34,721,588	674,992	+0.6%	Shares	Sole	2024-01-17
2023-09-30	$27,591,402	670,834	+1.3%	Shares	Sole	2023-10-16
2023-06-30	$30,490,220	662,255	+1.2%	Shares	Sole	2023-07-19
2023-03-31	$30,672,015	654,127	+0.9%	Shares	Sole	2023-04-17
2022-12-31	$29,315,372	648,140	+3.4%	Shares	Sole	2023-02-14
2022-09-30	$26,108,671	626,558	+3.3%	Shares	Sole	2022-10-14
2022-06-30	$27,896,936	606,587	-4.5%	Shares	Sole	2022-07-18
2022-03-31	$33,913,699	635,088	-2.3%	Shares	Sole	2022-04-25
2021-12-31	$39,272,462	650,314	-0.3%	Shares	Sole	2022-01-25
2021-09-30	$45,765,711	652,119	-6.1%	Shares	Sole	2021-10-21
2021-06-30	$49,149,600	694,694	-4.9%	Shares	Sole	2021-07-19
2021-03-31	$53,145,912	730,528	-3.4%	Shares	Sole	2021-04-19
2020-12-31	$46,625,442	756,170	+17.1%	Shares	Sole	2021-01-14
2020-09-30	$27,828,884	645,532	+19.9%	Shares	Sole	2020-10-19
2020-06-30	$27,508,663	538,330	+10.7%	Shares	Sole	2020-07-28
2020-03-31	$20,473,605	486,078	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.