Gilbert & Cook, Inc.

Position in C — Citigroup Inc

CIK 1675762 WEST DES MOINES, IA

Position in C

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$811,348

+$158,787 QoQ

Shares Held

5,797

+0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#1,458

of 2,621 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Gilbert & Cook, Inc. holds $8,379,945 across 5 Banks - Diversified names. C ranks #5 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	8,168	$2,673,631
2	WFC	Wells Fargo & Company/Mn	30,039	$2,482,422
3	BNY	Bank of New York Mellon Corp	9,357	$1,353,115
4	BAC	Bank Of America Corp /De/	18,593	$1,059,429
5	C	Citigroup Inc This page	5,797	$811,348

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$811,348	5,797	+0.7%	Shares	Sole	2026-07-28
2026-03-31	$652,561	5,754	+0.6%	Shares	Sole	2026-05-05
2025-12-31	$667,350	5,719	+2.8%	Shares	Sole	2026-01-07
2025-09-30	$564,644	5,563	+2.2%	Shares	Sole	2025-11-12
2025-06-30	$463,137	5,441	+1.5%	Shares	Sole	2025-08-05
2025-03-31	$380,648	5,362	+1.9%	Shares	Sole	2025-05-06
2024-12-31	$370,462	5,263	+1.7%	Shares	Sole	2025-01-23
2024-09-30	$323,829	5,173	-0.4%	Shares	Sole	2024-11-07
2024-06-30	$329,611	5,194	-8.3%	Shares	Sole	2024-08-01
2024-03-31	$358,381	5,667	+0.4%	Shares	Sole	2024-05-02
2023-12-31	$290,481	5,647	+2.8%	Shares	Sole	2024-02-13
2023-09-30	$225,927	5,493	+10.6%	Shares	Sole	2023-11-02
2023-06-30	$228,680	4,967	+12.0%	Shares	Sole	2023-08-14
2023-03-31	$207,863	4,433	+0.8%	Shares	Sole	2023-05-05
2022-09-30	$183,222	4,397	+2.4%	Shares	Sole	2022-11-03
2022-03-31	$229,299	4,294	+5.5%	Shares	Sole	2022-05-02
2021-12-31	$245,726	4,069	+9.8%	Shares	Sole	2022-01-19
2021-09-30	$260,016	3,705	+4.9%	Shares	Sole	2022-01-20
2021-06-30	$249,959	3,533	+3.1%	Shares	Sole	2021-07-13
2021-03-31	$249,314	3,427	-21.6%	Shares	Sole	2021-04-14
2020-12-31	$269,577	4,372	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.