SevenBridge Financial Group, LLC

Position in C — Citigroup Inc

CIK 1673954 HARRISBURG, PA

Position in C

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$317,429

+$46,039 QoQ

Shares Held

2,268

-5.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,975

of 2,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 28% Shared 0% None 72%

Financial Services · as of Jun 30, 2026

SevenBridge Financial Group, LLC holds $16,663,357 across 3 Banks - Diversified names. C ranks #3 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	39,916	$13,065,704
2	BAC	Bank Of America Corp /De/	57,568	$3,280,224
3	C	Citigroup Inc This page	2,268	$317,429

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$317,429	2,268	-5.2%	Shares	Sole	2026-08-12
2026-03-31	$271,390	2,393	-2.4%	Shares	Sole	2026-04-23
2025-12-31	$286,123	2,452	-4.3%	Shares	Sole	2026-02-02
2025-09-30	$260,043	2,562	-5.3%	Shares	Sole	2025-11-13
2025-06-30	$230,334	2,706	-40.4%	Shares	Sole	2025-09-04
2025-03-31	$322,507	4,543	-27.0%	Shares	Sole	2025-05-13
2024-12-31	$438,107	6,224	0.0%	Shares	Sole	2025-02-12
2024-09-30	$389,622	6,224	-7.9%	Shares	Sole	2024-11-12
2024-06-30	$428,926	6,759	-1.4%	Shares	Sole	2024-08-09
2024-03-31	$433,320	6,852	-27.5%	Shares	Sole	2024-05-10
2023-12-31	$486,210	9,452	-10.2%	Shares	Sole	2024-01-22
2023-09-30	$432,769	10,522	+6.7%	Shares	Sole	2023-10-25
2023-06-30	$454,092	9,863	-2.6%	Shares	Sole	2023-07-26
2023-03-31	$474,948	10,129	-5.8%	Shares	Sole	2023-04-20
2022-12-31	$486,539	10,757	-13.7%	Shares	Sole	2023-01-26
2022-09-30	$519,291	12,462	-1.6%	Shares	Sole	2022-10-17
2022-06-30	$582,325	12,662	-19.4%	Shares	Sole	2022-07-12
2022-03-31	$838,967	15,711	+19.3%	Shares	Sole	2022-04-15
2021-12-31	$795,517	13,173	+13.7%	Shares	Sole	2022-01-20
2021-09-30	$813,245	11,588	-1.6%	Shares	Sole	2021-10-14
2021-06-30	$833,152	11,776	-2.8%	Shares	Sole	2021-07-26
2021-03-31	$881,657	12,119	-0.1%	Shares	Sole	2021-04-20
2020-12-31	$748,367	12,137	-33.3%	Shares	Sole	2021-01-19
2020-09-30	$784,041	18,187	-19.1%	Shares	Sole	2020-10-22
2020-06-30	$1,148,370	22,473	-3.4%	Shares	Sole	2020-07-24
2020-03-31	$980,006	23,267	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.