Gleason Group, Inc.

Position in C — Citigroup Inc

CIK 1822632 PROSPECT, KY

Position in C

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$1,352,573

+$276,993 QoQ

Shares Held

9,664

+1.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.51%

of 13F equity value

Holder Rank

#1,209

of 2,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Gleason Group, Inc. holds $7,307,444 across 8 Banks - Diversified names. C ranks #3 (18.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	10,577	$3,462,169
2	BAC	Bank Of America Corp /De/	43,019	$2,451,222
3	C	Citigroup Inc This page	9,664	$1,352,573
4	WFC	Wells Fargo & Company/Mn	173	$14,296
5	MUFG	Mitsubishi Ufj Financial Group Inc	468	$9,308
6	BNY	Bank of New York Mellon Corp	53	$7,664
7	SMFG	Sumitomo Mitsui Financial Group, Inc.	265	$6,248
8	UBS	UBS Group AG	80	$3,964

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,352,573	9,664	+1.9%	Shares	Sole	2026-07-13
2026-03-31	$1,075,580	9,484	+0.5%	Shares	Sole	2026-05-04
2025-12-31	$1,100,970	9,435	+0.6%	Shares	Sole	2026-01-15
2025-09-30	$951,968	9,379	-12.8%	Shares	Sole	2025-10-16
2025-06-30	$915,806	10,759	+0.8%	Shares	Sole	2025-07-17
2025-03-31	$758,031	10,678	+0.7%	Shares	Sole	2025-04-11
2024-12-31	$746,415	10,604	+0.8%	Shares	Sole	2025-01-13
2024-09-30	$658,426	10,518	+0.6%	Shares	Sole	2024-10-15
2024-06-30	$663,601	10,457	+341.2%	Shares	Sole	2024-07-12
2024-03-31	$149,878	2,370	+0.9%	Shares	Sole	2024-04-12
2023-12-31	$120,781	2,348	+1.2%	Shares	Sole	2024-01-19
2023-09-30	$95,462	2,321	+1.3%	Shares	Sole	2023-10-12
2023-06-30	$105,477	2,291	-3.4%	Shares	Sole	2023-07-20
2023-03-31	$111,223	2,372	-3.8%	Shares	Sole	2023-04-14
2022-12-31	$111,537	2,466	-79.1%	Shares	Sole	2023-01-11
2022-09-30	$491,747	11,801	+2.9%	Shares	Sole	2022-10-11
2022-06-30	$527,229	11,464	+1.0%	Shares	Sole	2022-07-13
2022-03-31	$606,410	11,356	+0.8%	Shares	Sole	2022-04-22
2021-12-31	$680,051	11,261	-20.6%	Shares	Sole	2022-01-18
2021-09-30	$995,152	14,180	+0.7%	Shares	Sole	2021-10-12
2021-06-30	$996,301	14,082	+0.7%	Shares	Sole	2021-07-27
2021-03-31	$1,017,772	13,990	+16.8%	Shares	Sole	2021-04-14
2020-12-31	$738,378	11,975	-9.4%	Shares	Sole	2021-01-28
2020-09-30	$569,698	13,215	-11.4%	Shares	Sole	2020-10-15
2020-06-30	$762,105	14,914	+4.5%	Shares	Sole	2020-08-27
2020-03-31	$601,305	14,276	—	Shares	Sole	2020-08-27
No filing history on record for this holder in this stock.