Bedel Financial Consulting, Inc.

Position in C — Citigroup Inc

CIK 1730511 INDIANAPOLIS, IN

Position in C

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$343,881

+$65,233 QoQ

Shares Held

2,457

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,930

of 2,621 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Bedel Financial Consulting, Inc. holds $12,323,633 across 4 Banks - Diversified names. C ranks #4 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	31,680	$10,369,814
2	BAC	Bank Of America Corp /De/	16,456	$937,662
3	WFC	Wells Fargo & Company/Mn	8,135	$672,276
4	C	Citigroup Inc This page	2,457	$343,881

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$343,881	2,457	0.0%	Shares	Sole	2026-07-29
2026-03-31	$278,648	2,457	0.0%	Shares	Sole	2026-05-04
2025-12-31	$286,707	2,457	+15.0%	Shares	Sole	2026-01-28
2025-09-30	$216,804	2,136	+3783.6%	Shares	Sole	2025-11-07
2022-03-31	$2,937	55	0.0%	Shares	Sole	2022-04-19
2021-12-31	$3,321	55	-65.0%	Shares	Other	2022-01-11
2021-09-30	$11,018	157	0.0%	Shares	Sole	2021-10-12
2021-06-30	$11,107	157	0.0%	Shares	Sole	2021-08-03
2021-03-31	$11,421	157	0.0%	Shares	Sole	2021-04-26
2020-12-31	$9,680	157	0.0%	Shares	Sole	2021-02-02
2020-09-30	$6,768	157	0.0%	Shares	Sole	2020-10-20
2020-06-30	$8,022	157	-92.4%	Shares	Sole	2020-07-14
2020-03-31	$86,893	2,063	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.