Patriot Financial Group Insurance Agency, LLC

Insurance

Position in C — Citigroup Inc

CIK 1694883 Westborough, MA

Position in C

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$588,531

-$339,616 QoQ

Shares Held

4,205

-48.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,629

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

Patriot Financial Group Insurance Agency, LLC holds $21,896,529 across 5 Banks - Diversified names. C ranks #5 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	31,761	$10,396,328
2	WFC	Wells Fargo & Company/Mn	74,895	$6,189,322
3	BNY	Bank of New York Mellon Corp	20,136	$2,911,866
4	BAC	Bank Of America Corp /De/	31,774	$1,810,482
5	C	Citigroup Inc This page	4,205	$588,531

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$588,531	4,205	-48.6%	Shares	Sole	2026-07-16
2026-03-31	$928,147	8,184	+90.9%	Shares	Sole	2026-04-22
2025-12-31	$500,133	4,286	-46.7%	Shares	Sole	2026-01-26
2025-09-30	$816,770	8,047	-8.3%	Shares	Sole	2025-10-08
2025-06-30	$746,842	8,774	+6.9%	Shares	Sole	2025-07-21
2025-03-31	$582,401	8,204	+13.1%	Shares	Sole	2025-04-14
2024-12-31	$510,609	7,254	+6.0%	Shares	Sole	2025-01-22
2024-09-30	$428,434	6,844	-1.0%	Shares	Sole	2024-10-24
2024-06-30	$438,889	6,916	+12.1%	Shares	Sole	2024-07-26
2024-03-31	$390,127	6,169	+10.0%	Shares	Sole	2024-04-30
2023-12-31	$288,578	5,610	+0.7%	Shares	Sole	2024-01-19
2023-09-30	$229,217	5,573	-1.2%	Shares	Sole	2023-10-19
2023-06-30	$259,619	5,639	+1.9%	Shares	Sole	2023-07-17
2023-03-31	$259,442	5,533	-8.2%	Shares	Sole	2023-04-20
2022-12-31	$272,601	6,027	-8.2%	Shares	Sole	2023-01-17
2022-09-30	$273,646	6,567	+5.9%	Shares	Sole	2022-11-01
2022-06-30	$285,183	6,201	+9.8%	Shares	Sole	2022-07-29
2022-03-31	$301,549	5,647	-8.6%	Shares	Sole	2022-05-11
2021-12-31	$373,210	6,180	-7.0%	Shares	Sole	2022-01-10
2021-09-30	$466,556	6,648	+9.2%	Shares	Sole	2021-11-24
2021-06-30	$430,867	6,090	+30.9%	Shares	Sole	2021-07-30
2021-03-31	$338,360	4,651	+10.7%	Shares	Sole	2021-04-29
2020-12-31	$259,095	4,202	+49.9%	Shares	Sole	2021-01-15
2020-09-30	$120,837	2,803	+1.7%	Shares	Sole	2020-10-21
2020-06-30	$140,882	2,757	+4.4%	Shares	Sole	2020-07-10
2020-03-31	$111,196	2,640	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.