Measured Wealth Private Client Group, LLC

Position in C — Citigroup Inc

CIK 1720235 PORTSMOUTH, NH

Position in C

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

Position Value

$2,008,845

+$334,347 QoQ

Shares Held

14,353

-2.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.20%

of 13F equity value

Holder Rank

#1,055

of 2,617 holders

Holding Since

Mar 2021

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Measured Wealth Private Client Group, LLC holds $5,170,975 across 9 Banks - Diversified names. C ranks #1 (38.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc This page	14,353	$2,008,845
2	CM	Canadian Imperial Bank Of Commerce /Can/	8,753	$1,006,595
3	JPM	Jpmorgan Chase & Co	3,051	$998,683
4	BNS	Bank Of Nova Scotia	3,977	$345,362
5	BMO	Bank Of Montreal /Can/	1,556	$274,945
6	BNY	Bank of New York Mellon Corp	1,482	$214,312
7	WFC	Wells Fargo & Company/Mn	2,295	$189,658
8	TD	Toronto Dominion Bank	547	$66,422

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,008,845	14,353	-2.8%	Shares	Sole	2026-08-10
2026-03-31	$1,674,498	14,765	-1.8%	Shares	Sole	2026-05-13
2025-12-31	$1,754,084	15,032	-6.5%	Shares	Sole	2026-02-10
2025-09-30	$1,632,323	16,082	-11.7%	Shares	Sole	2025-11-14
2025-06-30	$1,550,716	18,218	+22.9%	Shares	Sole	2025-08-13
2025-03-31	$1,052,213	14,822	+191.9%	Shares	Sole	2025-05-12
2021-12-31	$306,600	5,077	+4.1%	Shares	Sole	2022-01-28
2021-09-30	$342,127	4,875	-14.6%	Shares	Sole	2021-11-01
2021-06-30	$403,841	5,708	+32.4%	Shares	Sole	2021-08-05
2021-03-31	$313,625	4,311	—	Shares	Sole	2021-05-04
No filing history on record for this holder in this stock.