Wilkinson Global Asset Management LLC

Position in C — Citigroup Inc

CIK 1764000 New York, NY

Position in C

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$302,873

+$57,454 QoQ

Shares Held

2,164

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#2,019

of 2,629 holders

Holding Since

Mar 2021

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Wilkinson Global Asset Management LLC holds $106,985,771 across 4 Banks - Diversified names. C ranks #4 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	248,470	$81,331,684
2	SAN	Banco Santander, S.A.	1,654,997	$22,838,958
3	WFC	Wells Fargo & Company/Mn	30,400	$2,512,256
4	C	Citigroup Inc This page	2,164	$302,873

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$302,873	2,164	0.0%	Shares	Sole	2026-08-06
2026-03-31	$245,419	2,164	-16.6%	Shares	Sole	2026-05-13
2025-12-31	$302,693	2,594	+27.5%	Shares	Sole	2026-02-11
2025-09-30	$206,451	2,034	-46.0%	Shares	Sole	2025-11-04
2021-09-30	$264,227	3,765	-6.9%	Shares	Sole	2021-11-15
2021-06-30	$286,183	4,045	-0.9%	Shares	Sole	2021-08-16
2021-03-31	$296,820	4,080	—	Shares	Sole	2021-04-28
No filing history on record for this holder in this stock.