Shepherd Financial Partners LLC

Position in C — Citigroup Inc

CIK 1696628 WINCHESTER, MA

Position in C

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$901,202

+$174,131 QoQ

Shares Held

6,439

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,397

of 2,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Shepherd Financial Partners LLC holds $19,370,108 across 3 Banks - Diversified names. C ranks #3 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	46,024	$15,065,035
2	BAC	Bank Of America Corp /De/	59,738	$3,403,871
3	C	Citigroup Inc This page	6,439	$901,202

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$901,202	6,439	+0.4%	Shares	Sole	2026-08-10
2026-03-31	$727,071	6,411	+0.1%	Shares	Sole	2026-05-11
2025-12-31	$747,632	6,407	-3.5%	Shares	Sole	2026-02-10
2025-09-30	$673,554	6,636	+0.1%	Shares	Sole	2025-11-07
2025-06-30	$564,515	6,632	-0.5%	Shares	Sole	2025-08-13
2025-03-31	$473,148	6,665	-3.5%	Shares	Sole	2025-04-18
2024-12-31	$486,042	6,905	+6.5%	Shares	Sole	2025-01-28
2024-09-30	$405,710	6,481	+0.1%	Shares	Sole	2024-10-28
2024-06-30	$410,713	6,472	+0.1%	Shares	Sole	2024-08-08
2024-03-31	$408,846	6,465	+0.7%	Shares	Sole	2024-04-23
2023-12-31	$330,399	6,423	-1.5%	Shares	Sole	2024-02-12
2023-09-30	$268,208	6,521	+18.1%	Shares	Sole	2023-11-08
2023-06-30	$254,186	5,521	+3.4%	Shares	Sole	2023-08-11
2023-03-31	$250,392	5,340	-14.1%	Shares	Sole	2023-05-02
2022-12-31	$281,104	6,215	-6.7%	Shares	Sole	2023-02-14
2022-09-30	$277,688	6,664	-15.8%	Shares	Sole	2022-11-09
2022-06-30	$363,872	7,912	-70.6%	Shares	Sole	2022-08-15
2022-03-31	$1,435,285	26,878	-5.8%	Shares	Sole	2022-05-13
2021-12-31	$1,723,409	28,538	+2.8%	Shares	Sole	2022-02-14
2021-09-30	$1,947,986	27,757	+1.7%	Shares	Sole	2021-11-15
2021-06-30	$1,931,828	27,305	+1.7%	Shares	Sole	2021-08-16
2021-03-31	$1,953,410	26,851	+7.5%	Shares	Sole	2021-05-14
2020-12-31	$1,539,835	24,973	-33.3%	Shares	Sole	2021-02-16
2020-09-30	$1,613,736	37,433	+31.7%	Shares	Sole	2020-11-16
2020-06-30	$1,452,824	28,431	+327.1%	Shares	Sole	2020-08-05
2020-03-31	$280,392	6,657	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.