Regent Peak Wealth Advisors LLC

Position in C — Citigroup Inc

CIK 1803329 ATLANTA, GA

Position in C

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$639,197

+$160,494 QoQ

Shares Held

4,567

+8.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#1,585

of 2,621 holders

Holding Since

Dec 2020

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Regent Peak Wealth Advisors LLC holds $4,483,305 across 4 Banks - Diversified names. C ranks #3 (14.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	7,828	$2,562,339
2	BAC	Bank Of America Corp /De/	14,073	$801,879
3	C	Citigroup Inc This page	4,567	$639,197
4	WFC	Wells Fargo & Company/Mn	5,807	$479,890

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$639,197	4,567	+8.2%	Shares	Sole	2026-07-10
2026-03-31	$478,703	4,221	+8.5%	Shares	Sole	2026-04-14
2025-12-31	$453,924	3,890	+4.6%	Shares	Sole	2026-01-08
2025-09-30	$377,377	3,718	+13.2%	Shares	Sole	2025-10-16
2021-09-30	$230,541	3,285	+4.5%	Shares	Sole	2021-11-08
2021-06-30	$222,438	3,144	-25.9%	Shares	Sole	2021-08-16
2021-03-31	$308,605	4,242	+6.0%	Shares	Sole	2021-04-28
2020-12-31	$246,701	4,001	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.