Robertson Stephens Wealth Management, LLC

Position in C — Citigroup Inc

CIK 1767307 San Francisco, CA

Position in C

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,093,241

+$364,419 QoQ

Shares Held

14,956

-1.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,044

of 2,621 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Financial Services · as of Jun 30, 2026

Robertson Stephens Wealth Management, LLC holds $43,215,091 across 5 Banks - Diversified names. C ranks #4 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	75,156	$24,600,813
2	BAC	Bank Of America Corp /De/	225,797	$12,865,913
3	WFC	Wells Fargo & Company/Mn	40,539	$3,350,142
4	C	Citigroup Inc This page	14,956	$2,093,241
5	BNY	Bank of New York Mellon Corp	2,109	$304,982

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,093,241	14,956	-1.9%	Shares	Sole	2026-07-29
2026-03-31	$1,728,822	15,244	+2.5%	Shares	Sole	2026-04-28
2025-12-31	$1,734,830	14,867	-42.2%	Shares	Sole	2026-02-02
2025-09-30	$2,610,478	25,719	+1.3%	Shares	Sole	2025-11-12
2025-06-30	$2,161,367	25,392	-30.7%	Shares	Sole	2025-07-24
2025-03-31	$2,601,002	36,639	-6.1%	Shares	Sole	2025-04-17
2024-12-31	$2,745,773	39,008	+0.4%	Shares	Sole	2025-01-27
2024-09-30	$2,432,510	38,858	-2.8%	Shares	Sole	2024-11-12
2024-06-30	$2,536,623	39,972	+6.1%	Shares	Sole	2024-08-13
2024-03-31	$2,382,693	37,677	+28.5%	Shares	Sole	2024-05-15
2023-12-31	$1,508,169	29,319	+57.9%	Shares	Sole	2024-02-06
2023-09-30	$763,619	18,566	+11.4%	Shares	Sole	2023-11-13
2023-06-30	$767,302	16,666	+13.4%	Shares	Sole	2023-08-11
2023-03-31	$689,376	14,702	-2.5%	Shares	Sole	2023-05-11
2022-12-31	$682,204	15,083	-4.0%	Shares	Sole	2023-02-14
2022-09-30	$654,594	15,709	-21.1%	Shares	Sole	2022-11-14
2022-06-30	$916,028	19,918	-12.3%	Shares	Sole	2022-08-12
2022-03-31	$1,212,767	22,711	-5.7%	Shares	Sole	2022-05-16
2021-12-31	$1,454,734	24,089	+74.9%	Shares	Sole	2022-02-14
2021-09-30	$966,378	13,770	+5.4%	Shares	Sole	2021-11-10
2021-06-30	$924,702	13,070	-9.1%	Shares	Sole	2021-08-17
2021-03-31	$1,045,999	14,378	+16.5%	Shares	Sole	2021-05-07
2020-12-31	$761,192	12,345	+2.9%	Shares	Sole	2021-02-10
2020-09-30	$517,320	12,000	-5.0%	Shares	Sole	2020-11-10
2020-06-30	$645,393	12,630	—	Shares	Sole	2020-08-12
No filing history on record for this holder in this stock.