Secure Asset Management, LLC

Position in C — Citigroup Inc

CIK 1800692 Troy, MI

Position in C

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$316,869

+$12,704 QoQ

Shares Held

2,264

-15.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,977

of 2,621 holders

Holding Since

Jun 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Secure Asset Management, LLC holds $6,402,927 across 5 Banks - Diversified names. C ranks #5 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	59,880	$3,411,962
2	JPM	Jpmorgan Chase & Co	3,831	$1,254,001
3	BNY	Bank of New York Mellon Corp	5,157	$745,753
4	WFC	Wells Fargo & Company/Mn	8,160	$674,342
5	C	Citigroup Inc This page	2,264	$316,869

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$316,869	2,264	-15.6%	Shares	Sole	2026-07-15
2026-03-31	$304,165	2,682	-18.9%	Shares	Sole	2026-04-09
2025-12-31	$385,893	3,307	+3.2%	Shares	Sole	2026-01-20
2025-09-30	$325,409	3,206	-2.6%	Shares	Sole	2025-10-09
2025-06-30	$280,044	3,290	+3.7%	Shares	Sole	2025-07-10
2025-03-31	$225,180	3,172	-6.1%	Shares	Sole	2025-04-10
2024-12-31	$237,777	3,378	-86.4%	Shares	Sole	2025-01-17
2023-09-30	$1,020,599	24,814	+21.9%	Shares	Sole	2023-10-18
2023-06-30	$937,328	20,359	+4.6%	Shares	Sole	2023-07-13
2023-03-31	$912,526	19,461	+4.0%	Shares	Sole	2023-04-13
2022-12-31	$846,343	18,712	+250.7%	Shares	Sole	2023-01-20
2022-09-30	$222,309	5,335	+15.6%	Shares	Sole	2022-10-12
2022-06-30	$212,243	4,615	—	Shares	Sole	2022-07-20
No filing history on record for this holder in this stock.