BRANDYWINE OAK PRIVATE WEALTH LLC

Position in C — Citigroup Inc

CIK 1764694 Kennett Square, PA

Position in C

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$239,751

-$37,501 QoQ

Shares Held

1,713

-71.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#2,173

of 2,621 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

BRANDYWINE OAK PRIVATE WEALTH LLC holds $10,186,166 across 4 Banks - Diversified names. C ranks #4 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	27,611	$9,037,908
2	BAC	Bank Of America Corp /De/	10,391	$592,079
3	WFC	Wells Fargo & Company/Mn	3,829	$316,428
4	C	Citigroup Inc This page	1,713	$239,751

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$239,751	1,713	-71.6%	Shares	Sole	2026-07-16
2023-06-30	$277,252	6,022	-1.9%	Shares	Sole	2023-08-11
2023-03-31	$287,951	6,141	-2.2%	Shares	Sole	2023-05-10
2022-12-31	$283,908	6,277	-1.4%	Shares	Sole	2023-02-06
2022-09-30	$265,187	6,364	-0.2%	Shares	Sole	2022-11-14
2022-06-30	$293,140	6,374	-0.8%	Shares	Sole	2022-07-22
2022-03-31	$343,255	6,428	+1.5%	Shares	Sole	2022-05-02
2021-12-31	$382,510	6,334	-3.0%	Shares	Sole	2022-02-07
2021-09-30	$458,345	6,531	+3.2%	Shares	Sole	2021-10-18
2021-06-30	$447,918	6,331	+0.5%	Shares	Sole	2021-08-09
2021-03-31	$458,397	6,301	+0.6%	Shares	Sole	2021-05-06
2020-12-31	$386,299	6,265	-23.7%	Shares	Sole	2021-02-08
2020-09-30	$353,760	8,206	-6.9%	Shares	Sole	2020-10-16
2020-06-30	$450,497	8,816	-21.4%	Shares	Sole	2020-08-06
2020-03-31	$472,670	11,222	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.