Lantz Financial LLC

Position in C — Citigroup Inc

CIK 1766883 NAPERVILLE, IL

Position in C

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$571,316

+$92,613 QoQ

Shares Held

4,082

-3.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#1,647

of 2,621 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Lantz Financial LLC holds $5,542,374 across 4 Banks - Diversified names. C ranks #4 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	8,068	$2,640,898
2	WFC	Wells Fargo & Company/Mn	14,912	$1,232,327
3	BAC	Bank Of America Corp /De/	19,267	$1,097,833
4	C	Citigroup Inc This page	4,082	$571,316

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$571,316	4,082	-3.3%	Shares	Sole	2026-07-09
2026-03-31	$478,703	4,221	+1.6%	Shares	Sole	2026-04-09
2025-12-31	$484,846	4,155	-3.4%	Shares	Sole	2026-01-14
2025-09-30	$436,754	4,303	+38.2%	Shares	Sole	2025-11-06
2025-06-30	$265,063	3,114	+7.7%	Shares	Sole	2025-07-11
2025-03-31	$205,303	2,892	+1.5%	Shares	Sole	2025-04-08
2024-12-31	$200,611	2,850	-39.8%	Shares	Sole	2025-01-21
2023-06-30	$217,999	4,735	+8.7%	Shares	Sole	2023-07-12
2023-03-31	$204,205	4,355	-10.8%	Shares	Sole	2023-04-10
2022-12-31	$220,767	4,881	-3.0%	Shares	Sole	2023-01-23
2022-09-30	$209,641	5,031	0.0%	Shares	Sole	2022-10-17
2022-06-30	$231,375	5,031	0.0%	Shares	Sole	2022-07-29
2022-03-31	$268,655	5,031	-2.7%	Shares	Sole	2022-05-05
2021-12-31	$312,095	5,168	0.0%	Shares	Sole	2022-01-19
2021-09-30	$362,690	5,168	+2.0%	Shares	Sole	2021-10-14
2021-06-30	$358,348	5,065	0.0%	Shares	Sole	2021-07-16
2021-03-31	$368,478	5,065	-1.0%	Shares	Sole	2021-04-19
2020-12-31	$315,390	5,115	-6.4%	Shares	Sole	2021-01-19
2020-09-30	$235,553	5,464	+2.4%	Shares	Sole	2020-10-09
2020-06-30	$272,669	5,336	-27.3%	Shares	Sole	2020-07-22
2020-03-31	$308,992	7,336	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.