Legacy Bridge, LLC

Position in C — Citigroup Inc

CIK 1689144 WEST DES MOINES, IA

Position in C

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,828,437

+$320,765 QoQ

Shares Held

13,064

-1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.66%

of 13F equity value

Holder Rank

#1,102

of 2,621 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Financial Services · as of Jun 30, 2026

Legacy Bridge, LLC holds $8,268,164 across 5 Banks - Diversified names. C ranks #3 (22.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	9,712	$3,179,028
2	BNY	Bank of New York Mellon Corp	18,908	$2,734,285
3	C	Citigroup Inc This page	13,064	$1,828,437
4	WFC	Wells Fargo & Company/Mn	6,270	$518,152
5	BAC	Bank Of America Corp /De/	145	$8,262

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,828,437	13,064	-1.7%	Shares	Sole	2026-08-13
2026-03-31	$1,507,672	13,294	+2663.8%	Shares	Sole	2026-05-14
2025-12-31	$56,127	481	-96.7%	Shares	Sole	2026-01-23
2023-09-30	$597,125	14,518	-3.7%	Shares	Sole	2023-10-11
2023-06-30	$693,960	15,073	-12.2%	Shares	Sole	2023-07-11
2023-03-31	$805,241	17,173	-1.9%	Shares	Sole	2023-04-24
2022-12-31	$791,660	17,503	-2.6%	Shares	Sole	2023-01-11
2022-09-30	$748,726	17,968	0.0%	Shares	Sole	2022-11-02
2022-06-30	$826,348	17,968	-1.0%	Shares	Sole	2022-07-21
2022-03-31	$968,836	18,143	-3.4%	Shares	Sole	2022-04-28
2021-12-31	$1,134,003	18,778	0.0%	Shares	Sole	2022-01-18
2021-09-30	$1,317,840	18,778	+0.4%	Shares	Sole	2021-10-26
2021-06-30	$1,323,095	18,701	0.0%	Shares	Sole	2021-08-03
2021-03-31	$1,360,497	18,701	+184.8%	Shares	Sole	2021-04-29
2020-12-31	$404,859	6,566	-40.6%	Shares	Sole	2021-02-02
2020-09-30	$476,796	11,060	-0.7%	Shares	Sole	2020-10-19
2020-06-30	$568,998	11,135	+1.4%	Shares	Sole	2020-08-04
2020-03-31	$462,477	10,980	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.