Retirement Planning Co of New England, Inc.

Pension

Position in C — Citigroup Inc

CIK 1817693 Warwick, RI

Position in C

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

Position Value

$1,373,987

+$216,071 QoQ

Shares Held

9,817

-3.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

#1,205

of 2,621 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Retirement Planning Co of New England, Inc. holds $7,023,091 across 5 Banks - Diversified names. C ranks #4 (19.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	42,815	$2,439,598
2	WFC	Wells Fargo & Company/Mn	18,393	$1,519,997
3	JPM	Jpmorgan Chase & Co	4,493	$1,470,693
4	C	Citigroup Inc This page	9,817	$1,373,987
5	TD	Toronto Dominion Bank	1,802	$218,816

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,373,987	9,817	-3.8%	Shares	Sole	2026-07-30
2026-03-31	$1,157,916	10,210	+0.8%	Shares	Sole	2026-05-08
2025-12-31	$1,181,486	10,125	-1.0%	Shares	Sole	2026-01-28
2025-09-30	$1,037,736	10,224	-1.2%	Shares	Sole	2025-11-03
2025-06-30	$880,481	10,344	+0.5%	Shares	Sole	2025-08-12
2025-03-31	$730,416	10,289	+2.7%	Shares	Sole	2025-05-15
2024-12-31	$705,378	10,021	-0.6%	Shares	Sole	2025-02-10
2024-09-30	$630,882	10,078	+4.7%	Shares	Sole	2024-11-12
2024-06-30	$610,739	9,624	+0.9%	Shares	Sole	2024-08-08
2024-03-31	$602,930	9,534	-55.9%	Shares	Sole	2024-05-06
2023-12-31	$1,111,052	21,599	+5.0%	Shares	Sole	2024-02-12
2023-09-30	$846,167	20,573	+162.7%	Shares	Sole	2023-11-13
2023-06-30	$360,539	7,831	-0.5%	Shares	Sole	2023-08-11
2023-03-31	$368,977	7,869	-28.5%	Shares	Sole	2023-04-21
2022-12-31	$497,756	11,005	+9.7%	Shares	Sole	2023-02-03
2022-09-30	$418,158	10,035	+10.5%	Shares	Sole	2022-10-19
2022-06-30	$417,589	9,080	-17.8%	Shares	Sole	2022-08-12
2022-03-31	$590,016	11,049	+10.4%	Shares	Sole	2022-05-06
2021-12-31	$604,322	10,007	—	Shares	Sole	2022-02-08
No filing history on record for this holder in this stock.