AM INVESTMENT STRATEGIES LLC

Position in C — Citigroup Inc

CIK 1818897 CHATTANOOGA, TN

Position in C

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$254,867

+$51,477 QoQ

Shares Held

1,821

+4.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,130

of 2,621 holders

Holding Since

Sep 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

AM INVESTMENT STRATEGIES LLC holds $8,746,798 across 3 Banks - Diversified names. C ranks #2 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	25,257	$8,267,373
2	C	Citigroup Inc This page	1,821	$254,867
3	BAC	Bank Of America Corp /De/	3,941	$224,558

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$254,867	1,821	+4.5%	Shares	Sole	2026-07-16
2025-12-31	$203,390	1,743	+0.3%	Shares	Sole	2026-02-05
2025-09-30	$176,407	1,738	-95.9%	Shares	Sole	2025-10-30
2025-03-31	$2,999,966	42,259	+5.7%	Shares	Sole	2025-05-07
2024-12-31	$2,815,459	39,998	+0.9%	Shares	Sole	2025-01-21
2024-09-30	$2,481,151	39,635	+15.5%	Shares	Sole	2024-10-29
2024-06-30	$2,178,264	34,325	+42.7%	Shares	Sole	2024-07-29
2024-03-31	$2,153	24,052	-28.7%	Shares	Sole	2024-05-02
2023-12-31	$1,735,379	33,736	+3.6%	Shares	Sole	2024-02-02
2023-09-30	$1,339,110	32,558	+14.5%	Shares	Sole	2023-10-25
2023-06-30	$1,309,515	28,443	+3.0%	Shares	Sole	2023-07-26
2023-03-31	$1,924	27,603	+1.0%	Shares	Sole	2023-04-21
2022-12-31	$1,236,407	27,336	+0.2%	Shares	Sole	2023-02-03
2022-09-30	$1,136,882	27,283	+7.6%	Shares	Sole	2022-11-07
2022-06-30	$1,165,662	25,346	+12.9%	Shares	Sole	2022-07-21
2022-03-31	$1,198,883	22,451	+0.8%	Shares	Sole	2022-05-06
2021-12-31	$1,345,428	22,279	+0.7%	Shares	Sole	2022-02-02
2021-09-30	$1,552,030	22,115	+0.7%	Shares	Sole	2021-10-28
2021-06-30	$1,554,165	21,967	+0.7%	Shares	Sole	2021-07-15
2021-03-31	$1,587,186	21,817	+0.7%	Shares	Sole	2021-04-26
2020-12-31	$1,335,555	21,660	+0.5%	Shares	Sole	2021-02-05
2020-09-30	$928,718	21,543	—	Shares	Sole	2020-10-27
No filing history on record for this holder in this stock.