Intellectus Partners, LLC

Position in C — Citigroup Inc

CIK 1677253 SAN FRANCISCO, CA

Position in C

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

Position Value

$1,331,159

+$252,517 QoQ

Shares Held

9,511

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,217

of 2,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Intellectus Partners, LLC holds $11,159,848 across 5 Banks - Diversified names. C ranks #3 (11.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	20,134	$6,590,462
2	BAC	Bank Of America Corp /De/	44,143	$2,515,268
3	C	Citigroup Inc This page	9,511	$1,331,159
4	WFC	Wells Fargo & Company/Mn	5,945	$491,294
5	BNY	Bank of New York Mellon Corp	1,602	$231,665

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,331,159	9,511	0.0%	Shares	Sole	2026-08-12
2026-03-31	$1,078,642	9,511	+9.2%	Shares	Sole	2026-04-10
2025-12-31	$1,016,486	8,711	+4.2%	Shares	Sole	2026-02-10
2025-09-30	$848,641	8,361	0.0%	Shares	Sole	2025-11-12
2025-06-30	$711,688	8,361	-9.9%	Shares	Sole	2025-08-05
2025-03-31	$658,787	9,280	-5.1%	Shares	Sole	2025-04-11
2024-12-31	$688,414	9,780	0.0%	Shares	Sole	2025-02-07
2024-09-30	$612,228	9,780	+57.6%	Shares	Sole	2024-11-06
2024-06-30	$393,832	6,206	-39.5%	Shares	Sole	2024-07-18
2024-03-31	$648,589	10,256	-13.1%	Shares	Sole	2024-05-03
2023-12-31	$607,300	11,806	-7.7%	Shares	Sole	2024-02-05
2023-09-30	$525,888	12,786	-2.2%	Shares	Sole	2023-10-25
2023-06-30	$601,973	13,075	+0.8%	Shares	Sole	2023-07-31
2023-03-31	$608,397	12,975	+4.0%	Shares	Sole	2023-05-04
2022-12-31	$564,244	12,475	-9.8%	Shares	Sole	2023-02-02
2022-09-30	$576,087	13,825	+1.8%	Shares	Sole	2022-11-14
2022-06-30	$624,314	13,575	-4.9%	Shares	Sole	2022-08-12
2022-03-31	$762,552	14,280	-2.1%	Shares	Sole	2022-05-16
2021-12-31	$880,486	14,580	-18.8%	Shares	Sole	2022-02-14
2021-09-30	$1,260,081	17,955	0.0%	Shares	Sole	2021-11-16
2021-06-30	$1,270,316	17,955	-1.3%	Shares	Sole	2021-08-13
2021-03-31	$1,323,613	18,194	+13.4%	Shares	Sole	2021-05-17
2020-12-31	$989,149	16,042	-3.6%	Shares	Sole	2021-02-18
2020-09-30	$717,307	16,639	-5.1%	Shares	Sole	2020-11-16
2020-06-30	$895,731	17,529	+5.7%	Shares	Sole	2020-08-14
2020-03-31	$698,307	16,579	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.