One Charles Private Wealth Services, LLC

Position in C — Citigroup Inc

CIK 1800938 HINGHAM, MA

Position in C

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

Position Value

$231,353

New position

Shares Held

1,653

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#2,196

of 2,621 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

One Charles Private Wealth Services, LLC holds $6,726,734 across 3 Banks - Diversified names. C ranks #3 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	12,551	$4,108,318
2	BAC	Bank Of America Corp /De/	41,893	$2,387,063
3	C	Citigroup Inc This page	1,653	$231,353

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$231,353	1,653	—	Shares	Sole	2026-07-15
No filing history on record for this holder in this stock.