Accel Wealth Management

Position in C — Citigroup Inc

CIK 1838226 WAVERLY, IA

Position in C

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$753,124

+$124,153 QoQ

Shares Held

5,381

-3.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#1,494

of 2,621 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Accel Wealth Management holds $4,710,970 across 4 Banks - Diversified names. C ranks #3 (16.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	7,968	$2,608,165
2	BAC	Bank Of America Corp /De/	18,391	$1,047,919
3	C	Citigroup Inc This page	5,381	$753,124
4	RY	Royal Bank Of Canada	1,458	$301,762

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$753,124	5,381	-3.0%	Shares	Sole	2026-07-10
2026-03-31	$628,971	5,546	+33.3%	Shares	Sole	2026-04-08
2025-12-31	$485,430	4,160	+11.7%	Shares	Sole	2026-01-20
2025-09-30	$377,884	3,723	-2.4%	Shares	Sole	2025-10-08
2025-06-30	$324,732	3,815	-4.4%	Shares	Sole	2025-07-22
2025-03-31	$283,392	3,992	-12.8%	Shares	Sole	2025-04-10
2024-12-31	$322,386	4,580	-1.7%	Shares	Sole	2025-01-21
2024-09-30	$291,653	4,659	-4.7%	Shares	Sole	2024-10-15
2024-06-30	$310,319	4,890	-0.6%	Shares	Sole	2024-07-12
2024-03-31	$311,077	4,919	+3.9%	Shares	Sole	2024-04-19
2023-12-31	$243,516	4,734	+7.1%	Shares	Sole	2024-01-18
2023-06-30	$203,542	4,421	+33.4%	Shares	Sole	2023-07-24
2023-03-31	$155,440	3,315	-7.8%	Shares	Sole	2023-04-20
2022-12-31	$162,556	3,594	-6.0%	Shares	Sole	2023-01-26
2022-09-30	$159,262	3,822	-0.9%	Shares	Sole	2022-10-12
2022-06-30	$177,291	3,855	+40.3%	Shares	Sole	2022-08-03
2022-03-31	$146,689	2,747	+0.0%	Shares	Sole	2022-04-29
2021-12-31	$165,830	2,746	-0.8%	Shares	Sole	2022-01-18
2021-09-30	$194,328	2,769	+0.3%	Shares	Sole	2021-11-04
2021-06-30	$195,411	2,762	+8.3%	Shares	Sole	2021-08-03
2021-03-31	$185,585	2,551	+27.4%	Shares	Sole	2021-05-10
2020-12-31	$123,443	2,002	—	Shares	Sole	2021-01-27
No filing history on record for this holder in this stock.