Falcon Wealth Planning

Position in C — Citigroup Inc

CIK 1839850 Ontario, CA

Position in C

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

Position Value

$390,208

+$20,719 QoQ

Shares Held

2,788

-14.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,845

of 2,621 holders

Holding Since

Dec 2023

6 quarters on record

Voting authority Sole 12% Shared 0% None 88%

Financial Services · as of Jun 30, 2026

Falcon Wealth Planning holds $11,217,060 across 5 Banks - Diversified names. C ranks #4 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BNY	Bank of New York Mellon Corp	28,805	$4,165,491
2	JPM	Jpmorgan Chase & Co	12,006	$3,929,923
3	BAC	Bank Of America Corp /De/	44,208	$2,518,971
4	C	Citigroup Inc This page	2,788	$390,208
5	WFC	Wells Fargo & Company/Mn	2,571	$212,467

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$390,208	2,788	-14.4%	Shares	Sole	2026-07-13
2026-03-31	$369,489	3,258	+1.8%	Shares	Sole	2026-04-21
2025-12-31	$373,408	3,200	+27.8%	Shares	Sole	2026-02-03
2025-09-30	$254,054	2,503	-7.4%	Shares	Sole	2025-10-10
2025-06-30	$230,079	2,703	-33.6%	Shares	Sole	2025-07-16
2023-12-31	$209,463	4,072	—	Shares	Sole	2024-01-10
No filing history on record for this holder in this stock.