Golden State Wealth Management, LLC

Position in C — Citigroup Inc

CIK 1776033 SANTA ANA, CA

Position in C

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$302,593

+$65,567 QoQ

Shares Held

2,162

+3.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#2,010

of 2,617 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Golden State Wealth Management, LLC holds $6,589,584 across 12 Banks - Diversified names. C ranks #4 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	13,508	$4,421,573
2	BAC	Bank Of America Corp /De/	19,621	$1,118,004
3	WFC	Wells Fargo & Company/Mn	4,565	$377,251
4	C	Citigroup Inc This page	2,162	$302,593
5	UBS	UBS Group AG	3,212	$159,186
6	MUFG	Mitsubishi Ufj Financial Group Inc	7,316	$145,515
7	ING	Ing Groep NV	633	$19,863
8	BCS	Barclays PLC	736	$19,768

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$302,593	2,162	+3.4%	Shares	Sole	2026-07-22
2026-03-31	$237,026	2,090	+2.9%	Shares	Sole	2026-04-28
2025-12-31	$236,997	2,031	-11.2%	Shares	Sole	2026-02-13
2025-09-30	$232,232	2,288	+0.1%	Shares	Sole	2025-11-03
2025-06-30	$194,584	2,286	-19.8%	Shares	Sole	2025-08-06
2025-03-31	$202,250	2,849	-1.2%	Shares	Sole	2025-04-24
2024-12-31	$203,075	2,885	-40.4%	Shares	Sole	2025-01-28
2022-03-31	$258,616	4,843	-7.2%	Shares	Sole	2022-05-19
2021-12-31	$315,235	5,220	-7.8%	Shares	Sole	2022-02-14
2021-09-30	$397,429	5,663	+9.6%	Shares	Sole	2021-11-15
2021-06-30	$365,565	5,167	-17.3%	Shares	Sole	2021-08-12
2021-03-31	$454,323	6,245	-22.4%	Shares	Sole	2021-05-14
2020-12-31	$496,424	8,051	+23.6%	Shares	Sole	2021-01-28
2020-09-30	$280,861	6,515	-4.1%	Shares	Sole	2020-11-12
2020-06-30	$347,173	6,794	+52.0%	Shares	Sole	2020-08-13
2020-03-31	$188,234	4,469	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.