Principle Wealth Partners LLC

Position in C — Citigroup Inc

CIK 1743413 MADISON, CT

Position in C

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

Position Value

$297,554

+$18,906 QoQ

Shares Held

2,126

-13.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#2,023

of 2,621 holders

Holding Since

Jun 2020

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Principle Wealth Partners LLC holds $128,135,150 across 5 Banks - Diversified names. C ranks #5 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	357,917	$117,156,971
2	BAC	Bank Of America Corp /De/	124,832	$7,112,927
3	BNY	Bank of New York Mellon Corp	15,930	$2,303,637
4	WFC	Wells Fargo & Company/Mn	15,296	$1,264,061
5	C	Citigroup Inc This page	2,126	$297,554

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$297,554	2,126	-13.5%	Shares	Sole	2026-08-07
2026-03-31	$278,648	2,457	+2.2%	Shares	Sole	2026-05-07
2025-12-31	$280,406	2,403	-20.9%	Shares	Sole	2026-02-06
2025-09-30	$308,357	3,038	-1.5%	Shares	Sole	2025-11-03
2020-06-30	$157,541	3,083	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.