44 WEALTH MANAGEMENT LLC

Position in C — Citigroup Inc

CIK 1831187 EUGENE, OR

Position in C

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,770,522

+$577,124 QoQ

Shares Held

26,940

-4.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.25%

of 13F equity value

Holder Rank

#838

of 2,621 holders

Holding Since

Dec 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

44 WEALTH MANAGEMENT LLC holds $12,459,070 across 4 Banks - Diversified names. C ranks #2 (30.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	15,522	$5,080,816
2	C	Citigroup Inc This page	26,940	$3,770,522
3	WFC	Wells Fargo & Company/Mn	33,679	$2,783,232
4	BAC	Bank Of America Corp /De/	14,470	$824,500

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,770,522	26,940	-4.3%	Shares	Sole	2026-08-14
2026-03-31	$3,193,398	28,158	-13.9%	Shares	Sole	2026-05-15
2025-12-31	$3,815,879	32,701	-11.4%	Shares	Sole	2026-02-09
2025-09-30	$3,745,045	36,897	+3.3%	Shares	Sole	2025-11-14
2025-06-30	$3,040,656	35,722	-2.5%	Shares	Sole	2025-08-15
2025-03-31	$2,600,363	36,630	-0.7%	Shares	Sole	2025-04-29
2024-12-31	$2,595,842	36,878	-6.8%	Shares	Sole	2025-02-03
2024-09-30	$2,478,021	39,585	+60.9%	Shares	Sole	2024-10-25
2023-06-30	$1,132,445	24,597	-1.3%	Shares	Sole	2023-07-18
2023-03-31	$1,168,029	24,910	+2.7%	Shares	Sole	2023-04-20
2022-12-31	$1,097,144	24,257	-11.7%	Shares	Sole	2023-01-20
2022-09-30	$1,144,466	27,465	-0.5%	Shares	Sole	2022-10-12
2022-06-30	$1,269,461	27,603	+17.9%	Shares	Sole	2022-07-22
2022-03-31	$1,250,681	23,421	+4.9%	Shares	Sole	2022-04-18
2021-12-31	$1,348,025	22,322	-12.3%	Shares	Sole	2022-01-13
2021-09-30	$1,787,274	25,467	-1.0%	Shares	Sole	2021-10-20
2021-06-30	$1,820,397	25,730	-2.9%	Shares	Sole	2021-07-19
2021-03-31	$1,928,020	26,502	+17.9%	Shares	Sole	2021-05-18
2020-12-31	$1,386,116	22,480	—	Shares	Sole	2021-03-05
No filing history on record for this holder in this stock.