MinichMacGregor Wealth Management, LLC
Position in C — Citigroup Inc
CIK 1744318
Saratoga Springs, NY
Position in C
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$384,750
+$34,314 QoQ
Shares Held
2,749
-11.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,858
of 2,621 holders
Holding Since
Dec 2022
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026MinichMacGregor Wealth Management, LLC holds $3,123,347 across 5 Banks - Diversified names. C ranks #3 (12.3% of the industry book) .
All Filings in C
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $384,750 | 2,749 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $350,436 | 3,090 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $359,521 | 3,081 | Shares | Sole | 2026-02-17 | |
| 2022-12-31 | $6,739 | 149 | Shares | Sole | 2023-01-09 | |
| No filing history on record for this holder in this stock. | ||||||