Sagewood Asset Management LP

Position in C — Citigroup Inc

CIK 1693636 NEW YORK, NY

Position in C

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$632,059

+$187,946 QoQ

Shares Held

4,516

+15.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,590

of 2,621 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sagewood Asset Management LP holds $10,532,199 across 5 Banks - Diversified names. C ranks #3 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	25,880	$8,471,300
2	BAC	Bank Of America Corp /De/	13,408	$763,987
3	C	Citigroup Inc This page	4,516	$632,059
4	BNY	Bank of New York Mellon Corp	2,570	$371,647
5	WFC	Wells Fargo & Company/Mn	3,548	$293,206

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$632,059	4,516	+15.3%	Shares	Sole	2026-07-29
2026-03-31	$444,113	3,916	+31.5%	Shares	Sole	2026-05-13
2025-12-31	$347,502	2,978	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.