Wealth Quarterback LLC

Position in C — Citigroup Inc

CIK 1803386 TOMS RIVER, NJ

Position in C

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$386,849

+$81,550 QoQ

Shares Held

2,764

+2.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,851

of 2,621 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Wealth Quarterback LLC holds $2,762,405 across 3 Banks - Diversified names. C ranks #3 (14.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BNY	Bank of New York Mellon Corp	8,763	$1,267,217
2	JPM	Jpmorgan Chase & Co	3,386	$1,108,339
3	C	Citigroup Inc This page	2,764	$386,849

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$386,849	2,764	+2.7%	Shares	Sole	2026-07-27
2026-03-31	$305,299	2,692	-5.3%	Shares	Sole	2026-04-09
2025-12-31	$331,632	2,842	+0.6%	Shares	Sole	2026-01-15
2025-09-30	$286,839	2,826	-3.8%	Shares	Sole	2025-10-20
2025-06-30	$250,082	2,938	+0.1%	Shares	Sole	2025-08-08
2025-03-31	$208,284	2,934	-8.9%	Shares	Sole	2025-05-05
2024-12-31	$226,655	3,220	-4.1%	Shares	Sole	2025-01-31
2024-09-30	$210,210	3,358	-13.0%	Shares	Sole	2024-11-01
2024-06-30	$244,955	3,860	-72.7%	Shares	Sole	2024-07-22
2024-03-31	$892,885	14,119	-25.4%	Shares	Sole	2024-05-09
2023-12-31	$973,347	18,922	+5.3%	Shares	Sole	2024-02-13
2023-09-30	$739,064	17,969	-1.6%	Shares	Sole	2023-11-13
2023-06-30	$841,012	18,267	+71.3%	Shares	Sole	2023-08-10
2023-03-31	$499,988	10,663	+10.5%	Shares	Sole	2023-05-12
2022-12-31	$436,559	9,652	+8.0%	Shares	Sole	2023-02-10
2022-09-30	$372,571	8,941	+8.0%	Shares	Sole	2022-11-14
2022-06-30	$380,843	8,281	+136.7%	Shares	Sole	2022-08-15
2021-09-30	$245,559	3,499	+2.3%	Shares	Sole	2021-11-17
2021-06-30	$241,965	3,420	-53.8%	Shares	Sole	2021-08-11
2020-12-31	$456,345	7,401	-38.2%	Shares	Sole	2021-02-17
2020-09-30	$516,414	11,979	0.0%	Shares	Sole	2020-11-16
2020-06-30	$612,126	11,979	+173.8%	Shares	Sole	2020-08-17
2020-03-31	$184,274	4,375	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.