Syverson Strege & Co

Position in C — Citigroup Inc

CIK 1682057 WEST DES MOINES, IA

Position in C

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

Position Value

$1,048,020

+$177,712 QoQ

Shares Held

7,488

-2.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.04%

of 13F equity value

Holder Rank

#1,315

of 2,621 holders

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Syverson Strege & Co holds $7,379,154 across 13 Banks - Diversified names. C ranks #2 (14.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	5,331	$1,744,996
2	C	Citigroup Inc This page	7,488	$1,048,020
3	WFC	Wells Fargo & Company/Mn	11,656	$963,251
4	BAC	Bank Of America Corp /De/	12,864	$732,990
5	BNY	Bank of New York Mellon Corp	3,296	$476,634
6	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	15,270	$382,666
7	BCS	Barclays PLC	14,059	$377,624
8	SAN	Banco Santander, S.A.	25,391	$350,395

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,048,020	7,488	-2.4%	Shares	Sole	2026-08-06
2026-03-31	$870,308	7,674	-2.2%	Shares	Sole	2026-05-04
2025-12-31	$915,549	7,846	+1.5%	Shares	Sole	2026-02-09
2025-09-30	$784,696	7,731	-14.2%	Shares	Sole	2025-12-01
2025-06-30	$766,675	9,007	+4960.1%	Shares	Sole	2025-08-04
2023-03-31	$8,346	178	+1383.3%	Shares	Sole	2023-05-03
2022-12-31	$542	12	0.0%	Shares	Sole	2023-02-07
2022-09-30	$500	12	-95.3%	Shares	Sole	2022-11-09
2022-06-30	$11,819	257	+2041.7%	Shares	Sole	2022-08-11
2022-03-31	$640	12	+9.1%	Shares	Sole	2022-04-13
2021-12-31	$664	11	-97.0%	Shares	Other	2022-01-19
2021-09-30	$25,334	361	+3181.8%	Shares	Sole	2021-11-02
2021-06-30	$778	11	0.0%	Shares	Sole	2021-08-04
2021-03-31	$800	11	0.0%	Shares	Sole	2021-05-07
2020-12-31	$678	11	—	Shares	Sole	2021-02-03
No filing history on record for this holder in this stock.