HCR Wealth Advisors

Position in C — Citigroup Inc

CIK 1697715 LOS ANGELES, CA

Position in C

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

Position Value

$917,437

+$219,059 QoQ

Shares Held

6,555

+6.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,391

of 2,621 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

HCR Wealth Advisors holds $15,316,294 across 4 Banks - Diversified names. C ranks #4 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	31,113	$10,184,218
2	BAC	Bank Of America Corp /De/	53,993	$3,076,521
3	WFC	Wells Fargo & Company/Mn	13,772	$1,138,118
4	C	Citigroup Inc This page	6,555	$917,437

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$917,437	6,555	+6.4%	Shares	Sole	2026-07-13
2026-03-31	$698,378	6,158	+0.0%	Shares	Sole	2026-04-21
2025-12-31	$718,343	6,156	-64.5%	Shares	Sole	2026-01-27
2023-12-31	$891,918	17,339	+20.0%	Shares	Sole	2024-02-09
2023-09-30	$594,205	14,447	-10.8%	Shares	Sole	2023-10-20
2023-06-30	$745,525	16,193	-1.8%	Shares	Sole	2023-08-10
2023-03-31	$772,887	16,483	-0.7%	Shares	Sole	2023-05-12
2022-12-31	$750,863	16,601	-16.0%	Shares	Sole	2023-02-13
2022-09-30	$823,399	19,760	-1.5%	Shares	Sole	2022-11-07
2022-06-30	$922,421	20,057	-30.7%	Shares	Sole	2022-08-12
2022-03-31	$1,546,517	28,961	-7.2%	Shares	Sole	2022-05-05
2021-12-31	$1,884,832	31,211	-9.7%	Shares	Sole	2022-02-04
2021-09-30	$2,426,122	34,570	+11.7%	Shares	Sole	2021-11-02
2021-06-30	$2,188,934	30,939	+21.8%	Shares	Sole	2021-07-21
2021-03-31	$1,848,213	25,405	-10.9%	Shares	Sole	2021-05-13
2020-12-31	$1,757,741	28,507	+72.8%	Shares	Sole	2021-02-04
2020-09-30	$711,185	16,497	+3.0%	Shares	Sole	2020-11-05
2020-06-30	$818,162	16,011	-0.0%	Shares	Sole	2020-07-30
2020-03-31	$674,678	16,018	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.