KILEY JUERGENS WEALTH MANAGEMENT, LLC

Position in C — Citigroup Inc

CIK 1723223 OLYMPIA, WA

Position in C

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$515,752

+$97,950 QoQ

Shares Held

3,685

+0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,701

of 2,621 holders

Holding Since

Jun 2022

8 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

KILEY JUERGENS WEALTH MANAGEMENT, LLC holds $7,932,304 across 5 Banks - Diversified names. C ranks #4 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	13,923	$4,557,415
2	BAC	Bank Of America Corp /De/	28,363	$1,616,123
3	WFC	Wells Fargo & Company/Mn	11,625	$960,690
4	C	Citigroup Inc This page	3,685	$515,752
5	TD	Toronto Dominion Bank	2,325	$282,324

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$515,752	3,685	+0.0%	Shares	Sole	2026-08-07
2026-03-31	$417,802	3,684	-63.7%	Shares	Sole	2026-04-28
2023-09-30	$417,757	10,157	-21.5%	Shares	Sole	2023-10-17
2023-06-30	$595,343	12,931	-8.3%	Shares	Sole	2023-07-26
2023-03-31	$661,195	14,101	-4.5%	Shares	Sole	2023-05-02
2022-12-31	$668,001	14,769	-10.0%	Shares	Sole	2023-02-06
2022-09-30	$683,804	16,410	+8.6%	Shares	Sole	2022-10-11
2022-06-30	$695,046	15,113	—	Shares	Sole	2022-07-29
No filing history on record for this holder in this stock.