Vest Financial, LLC

Position in C — Citigroup Inc

CIK 1709632 MCLEAN, VA

Position in C

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$23,785,921

+$20,212,827 QoQ

Shares Held

169,948

+439.4% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#388

of 2,621 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Vest Financial, LLC holds $299,261,811 across 5 Banks - Diversified names. C ranks #5 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	255,362	$83,587,643
2	BNY	Bank of New York Mellon Corp	528,232	$76,387,628
3	BAC	Bank Of America Corp /De/	1,339,065	$76,299,923
4	WFC	Wells Fargo & Company/Mn	474,355	$39,200,696
5	C	Citigroup Inc This page	169,948	$23,785,921

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,785,921	169,948	+439.4%	Shares	Sole	2026-07-24
2026-03-31	$3,573,094	31,506	-4.7%	Shares	Sole	2026-04-24
2025-12-31	$3,856,487	33,049	+23.8%	Shares	Sole	2026-01-30
2025-09-30	$2,709,542	26,695	+23.8%	Shares	Sole	2025-10-30
2025-06-30	$1,835,272	21,561	+39.3%	Shares	Sole	2025-07-25
2025-03-31	$1,099,067	15,482	+73.5%	Shares	Sole	2025-04-11
2024-12-31	$628,089	8,923	+14.3%	Shares	Sole	2025-01-28
2024-09-30	$488,593	7,805	—	Shares	Sole	2024-10-18
No filing history on record for this holder in this stock.