SeaCrest Wealth Management, LLC

Position in C — Citigroup Inc

CIK 1728121 PURCHASE, NY

Position in C

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,293,790

-$380,028 QoQ

Shares Held

9,244

-37.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,224

of 2,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SeaCrest Wealth Management, LLC holds $9,223,976 across 5 Banks - Diversified names. C ranks #3 (14.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	14,560	$4,765,924
2	BAC	Bank Of America Corp /De/	28,240	$1,609,115
3	C	Citigroup Inc This page	9,244	$1,293,790
4	WFC	Wells Fargo & Company/Mn	9,467	$782,352
5	BNY	Bank of New York Mellon Corp	5,344	$772,795

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,293,790	9,244	-37.4%	Shares	Sole	2026-07-09
2026-03-31	$1,673,818	14,759	-4.2%	Shares	Sole	2026-04-15
2025-12-31	$1,798,309	15,411	+0.6%	Shares	Sole	2026-01-12
2025-09-30	$1,554,371	15,314	+31.0%	Shares	Sole	2025-11-13
2025-06-30	$994,712	11,686	-7.0%	Shares	Sole	2025-07-11
2025-03-31	$891,634	12,560	-0.8%	Shares	Sole	2025-04-11
2024-12-31	$891,207	12,661	+1.6%	Shares	Sole	2025-01-14
2024-09-30	$779,870	12,458	-6.4%	Shares	Sole	2024-10-16
2024-06-30	$845,033	13,316	+3.6%	Shares	Sole	2024-07-22
2024-03-31	$812,507	12,848	-15.7%	Shares	Sole	2024-04-18
2023-12-31	$784,305	15,247	-12.3%	Shares	Sole	2024-01-18
2023-09-30	$715,374	17,393	-37.0%	Shares	Sole	2023-10-12
2023-06-30	$1,271,670	27,621	+25.8%	Shares	Sole	2023-07-14
2023-03-31	$1,029,704	21,960	+34.6%	Shares	Sole	2023-05-12
2022-12-31	$738,017	16,317	+3.5%	Shares	Sole	2023-02-14
2022-09-30	$656,844	15,763	+8.3%	Shares	Sole	2022-11-15
2022-06-30	$669,338	14,554	+18.4%	Shares	Sole	2022-08-09
2022-03-31	$656,446	12,293	+2.5%	Shares	Sole	2022-05-16
2021-12-31	$724,559	11,998	-6.3%	Shares	Sole	2022-02-11
2021-09-30	$898,654	12,805	+1.9%	Shares	Sole	2021-11-16
2021-06-30	$889,469	12,572	+4.3%	Shares	Sole	2021-08-12
2021-03-31	$876,637	12,050	-30.2%	Shares	Sole	2021-05-17
2020-12-31	$1,064,374	17,262	+0.8%	Shares	Sole	2021-02-09
2020-09-30	$738,517	17,131	+0.2%	Shares	Sole	2020-11-12
2020-06-30	$873,350	17,091	+3.5%	Shares	Sole	2020-07-27
2020-03-31	$695,359	16,509	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.