KMG FIDUCIARY PARTNERS, LLC

Position in C — Citigroup Inc

CIK 1773205 TOLEDO, OH

Position in C

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

Position Value

$2,547,831

+$1,171,828 QoQ

Shares Held

18,204

+50.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#967

of 2,621 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

KMG FIDUCIARY PARTNERS, LLC holds $37,513,541 across 3 Banks - Diversified names. C ranks #2 (6.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	104,464	$34,194,201
2	C	Citigroup Inc This page	18,204	$2,547,831
3	BAC	Bank Of America Corp /De/	13,540	$771,509

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,547,831	18,204	+50.0%	Shares	Sole	2026-07-09
2026-03-31	$1,376,003	12,133	+4.1%	Shares	Sole	2026-04-13
2025-12-31	$1,360,138	11,656	+10.8%	Shares	Sole	2026-01-14
2025-09-30	$1,067,374	10,516	-1.5%	Shares	Sole	2025-10-10
2025-06-30	$908,826	10,677	-14.9%	Shares	Sole	2025-07-10
2025-03-31	$890,782	12,548	-68.9%	Shares	Sole	2025-04-14
2024-12-31	$2,841,785	40,372	-1.1%	Shares	Sole	2025-01-15
2024-09-30	$2,554,205	40,802	+0.4%	Shares	Sole	2024-10-17
2024-06-30	$2,577,745	40,620	-1.3%	Shares	Sole	2024-07-18
2024-03-31	$2,601,756	41,141	-17.9%	Shares	Sole	2024-04-10
2023-12-31	$2,576,938	50,096	+4.0%	Shares	Sole	2024-01-10
2023-09-30	$1,981,725	48,182	+3.7%	Shares	Sole	2023-10-25
2023-06-30	$2,139,524	46,471	+24.9%	Shares	Sole	2023-07-14
2023-03-31	$1,745,011	37,215	+65.1%	Shares	Sole	2023-04-13
2022-12-31	$1,019,484	22,540	+6.2%	Shares	Sole	2023-01-12
2022-09-30	$884,070	21,216	+5.0%	Shares	Sole	2022-10-27
2022-06-30	$929,503	20,211	+68.5%	Shares	Sole	2022-07-13
2022-03-31	$640,586	11,996	-39.5%	Shares	Sole	2022-04-19
2020-03-31	$835,702	19,841	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.