Strategic Wealth Partners, Ltd.

Position in C — Citigroup Inc

CIK 1720777 INDEPENDENCE, OH

Position in C

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$15,368,307

+$2,984,843 QoQ

Shares Held

109,805

+0.6% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

1.51%

of 13F equity value

Holder Rank

#474

of 2,621 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Strategic Wealth Partners, Ltd. holds $37,380,824 across 15 Banks - Diversified names. C ranks #2 (41.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	63,666	$20,839,791
2	C	Citigroup Inc This page	109,805	$15,368,307
3	BAC	Bank Of America Corp /De/	12,852	$732,306
4	WFC	Wells Fargo & Company/Mn	1,863	$153,958
5	RY	Royal Bank Of Canada	548	$113,419
6	TD	Toronto Dominion Bank	259	$31,450
7	CM	Canadian Imperial Bank Of Commerce /Can/	250	$28,750
8	BCS	Barclays PLC	914	$24,550

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,368,307	109,805	+0.6%	Shares	Sole	2026-08-12
2026-03-31	$12,383,464	109,192	+5.5%	Shares	Sole	2026-05-12
2025-12-31	$12,073,914	103,470	-1.4%	Shares	Sole	2026-05-12
2025-09-30	$10,650,902	104,935	+2.8%	Shares	Sole	2025-11-14
2025-06-30	$8,691,518	102,109	+5.8%	Shares	Sole	2025-08-11
2024-12-31	$6,790,523	96,470	+41.8%	Shares	Sole	2025-02-14
2024-09-30	$4,259,304	68,040	+4.3%	Shares	Sole	2024-10-08
2024-06-30	$4,141,209	65,257	+1115.4%	Shares	Sole	2024-10-08
2022-03-31	$286,704	5,369	-24.6%	Shares	Sole	2022-05-19
2021-12-31	$429,735	7,116	-81.1%	Shares	Sole	2022-02-11
2021-09-30	$2,637,504	37,582	+23.9%	Shares	Sole	2021-11-12
2021-06-30	$2,146,625	30,341	+4.1%	Shares	Sole	2021-08-25
2021-03-31	$2,121,099	29,156	+624.2%	Shares	Sole	2021-05-24
2020-06-30	$205,728	4,026	-20.6%	Shares	Sole	2020-08-11
2020-03-31	$213,674	5,073	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.