Sargent Investment Group, LLC

Position in C — Citigroup Inc

CIK 1766157 BETHESDA, MD

Position in C

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,148,945

+$432,825 QoQ

Shares Held

15,354

+1.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#1,032

of 2,621 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Sargent Investment Group, LLC holds $22,175,791 across 5 Banks - Diversified names. C ranks #3 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	39,208	$12,833,954
2	BAC	Bank Of America Corp /De/	115,727	$6,594,124
3	C	Citigroup Inc This page	15,354	$2,148,945
4	WFC	Wells Fargo & Company/Mn	4,486	$370,723
5	TD	Toronto Dominion Bank	1,878	$228,045

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,148,945	15,354	+1.5%	Shares	Sole	2026-08-11
2026-03-31	$1,716,120	15,132	+20.9%	Shares	Sole	2026-05-11
2025-12-31	$1,460,141	12,513	+60.6%	Shares	Sole	2026-02-13
2025-06-30	$663,255	7,792	-2.2%	Shares	Sole	2025-08-14
2025-03-31	$565,506	7,966	+7.0%	Shares	Sole	2025-05-05
2024-12-31	$523,912	7,443	+5.2%	Shares	Sole	2025-01-27
2024-09-30	$443,020	7,077	+0.3%	Shares	Sole	2024-11-06
2024-06-30	$447,900	7,058	+25.2%	Shares	Sole	2024-08-09
2024-03-31	$356,547	5,638	-27.0%	Shares	Sole	2024-05-10
2023-12-31	$397,425	7,726	+6.0%	Shares	Sole	2024-02-05
2023-09-30	$299,673	7,286	+15.4%	Shares	Sole	2023-11-13
2023-06-30	$290,696	6,314	+2.4%	Shares	Sole	2023-07-31
2023-03-31	$289,264	6,169	+1.2%	Shares	Sole	2023-05-02
2022-12-31	$275,631	6,094	-33.2%	Shares	Sole	2023-01-31
2022-09-30	$379,988	9,119	-11.8%	Shares	Sole	2022-10-27
2022-06-30	$475,720	10,344	-15.7%	Shares	Sole	2022-07-26
2022-03-31	$655,164	12,269	+0.8%	Shares	Sole	2022-05-06
2021-12-31	$735,067	12,172	+9.8%	Shares	Sole	2022-02-11
2021-09-30	$777,734	11,082	-1.7%	Shares	Sole	2021-11-12
2021-06-30	$797,211	11,268	+6.8%	Shares	Sole	2021-08-05
2021-03-31	$767,221	10,546	+29.7%	Shares	Sole	2021-05-04
2020-12-31	$501,357	8,131	-19.9%	Shares	Sole	2021-02-10
2020-09-30	$437,868	10,157	+6.6%	Shares	Sole	2020-11-12
2020-06-30	$486,931	9,529	+7.1%	Shares	Sole	2020-08-11
2020-03-31	$374,699	8,896	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.