Virtue Capital Management, LLC

Position in C — Citigroup Inc

CIK 1729985 BRENTWOOD, TN

Position in C

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$345,981

+$66,653 QoQ

Shares Held

2,472

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,926

of 2,621 holders

Holding Since

Jun 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Virtue Capital Management, LLC holds $4,653,916 across 4 Banks - Diversified names. C ranks #4 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	8,533	$2,793,106
2	BAC	Bank Of America Corp /De/	16,636	$947,919
3	WFC	Wells Fargo & Company/Mn	6,860	$566,910
4	C	Citigroup Inc This page	2,472	$345,981

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$345,981	2,472	+0.4%	Shares	Sole	2026-08-05
2026-03-31	$279,328	2,463	+15.8%	Shares	Sole	2026-05-07
2025-12-31	$248,199	2,127	-50.5%	Shares	Sole	2026-02-18
2023-12-31	$221,243	4,301	-35.5%	Shares	Sole	2024-02-15
2023-09-30	$274,460	6,673	0.0%	Shares	Sole	2023-11-14
2023-06-30	$307,224	6,673	-21.2%	Shares	Sole	2023-07-18
2023-03-31	$396,970	8,466	-1.1%	Shares	Sole	2023-05-11
2022-12-31	$386,987	8,556	+8.2%	Shares	Sole	2023-02-10
2022-03-31	$422,447	7,911	+19.8%	Shares	Sole	2022-05-16
2021-12-31	$398,755	6,603	+33.4%	Shares	Sole	2022-01-24
2021-09-30	$347,391	4,950	+0.3%	Shares	Sole	2021-11-12
2021-06-30	$349,222	4,936	+39.3%	Shares	Sole	2021-07-15
2021-03-31	$257,753	3,543	-29.5%	Shares	Sole	2021-05-13
2020-12-31	$309,779	5,024	-29.9%	Shares	Sole	2021-02-16
2020-09-30	$308,883	7,165	-31.8%	Shares	Sole	2020-11-16
2020-06-30	$536,907	10,507	—	Shares	Sole	2020-08-10
No filing history on record for this holder in this stock.