Inlet Private Wealth, LLC

Position in C — Citigroup Inc

CIK 1759751 Jupiter, FL

Position in C

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

Position Value

$11,291,972

+$1,688,414 QoQ

Shares Held

80,680

-4.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

2.76%

of 13F equity value

Holder Rank

#541

of 2,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Inlet Private Wealth, LLC holds $32,921,289 across 4 Banks - Diversified names. C ranks #2 (34.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	38,940	$12,746,230
2	C	Citigroup Inc This page	80,680	$11,291,972
3	BAC	Bank Of America Corp /De/	110,919	$6,320,164
4	BNY	Bank of New York Mellon Corp	17,723	$2,562,923

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,291,972	80,680	-4.7%	Shares	Sole	2026-08-07
2026-03-31	$9,603,558	84,680	-9.5%	Shares	Sole	2026-05-13
2025-12-31	$10,919,850	93,580	-6.1%	Shares	Sole	2026-01-21
2025-09-30	$10,112,445	99,630	0.0%	Shares	Sole	2025-10-31
2025-06-30	$8,480,505	99,630	-0.3%	Shares	Sole	2025-08-05
2025-03-31	$7,094,030	99,930	+0.1%	Shares	Sole	2025-05-07
2024-12-31	$7,027,033	99,830	-1.5%	Shares	Sole	2025-01-24
2024-09-30	$6,346,388	101,380	-0.5%	Shares	Sole	2024-10-16
2024-06-30	$6,465,304	101,880	+0.3%	Shares	Sole	2024-07-23
2024-03-31	$6,423,919	101,580	-0.2%	Shares	Sole	2024-04-25
2023-12-31	$5,235,563	101,780	+1.8%	Shares	Sole	2024-01-26
2023-09-30	$4,110,326	99,935	-0.8%	Shares	Sole	2023-10-30
2023-06-30	$4,638,990	100,760	0.0%	Shares	Sole	2023-07-27
2023-03-31	$4,724,636	100,760	-3.5%	Shares	Sole	2023-05-03
2022-12-31	$4,724,725	104,460	-10.1%	Shares	Sole	2023-01-23
2022-09-30	$4,843,554	116,236	+9.1%	Shares	Sole	2022-10-20
2022-06-30	$4,900,188	106,549	+0.8%	Shares	Sole	2022-07-13
2022-03-31	$5,643,258	105,679	+3.3%	Shares	Sole	2022-04-29
2021-12-31	$6,180,493	102,343	+20.1%	Shares	Sole	2022-01-31
2021-09-30	$5,982,353	85,243	+1.2%	Shares	Sole	2021-11-12
2021-06-30	$5,957,362	84,203	+11.6%	Shares	Sole	2021-08-04
2021-03-31	$5,489,205	75,453	-2.6%	Shares	Sole	2021-05-05
2020-12-31	$4,775,751	77,453	-4.2%	Shares	Sole	2021-02-11
2020-09-30	$3,484,063	80,818	-3.6%	Shares	Sole	2020-10-16
2020-06-30	$4,284,632	83,848	-0.1%	Shares	Sole	2020-08-10
2020-03-31	$3,534,626	83,918	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.