Interchange Capital Partners, LLC

Position in C — Citigroup Inc

CIK 1845998 PITTSBURGH, PA

Position in C

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$715,195

+$448,002 QoQ

Shares Held

5,110

+116.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,518

of 2,617 holders

Holding Since

Dec 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Interchange Capital Partners, LLC holds $9,656,387 across 8 Banks - Diversified names. C ranks #4 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	17,438	$5,707,980
2	BAC	Bank Of America Corp /De/	22,552	$1,285,012
3	WFC	Wells Fargo & Company/Mn	9,334	$771,361
4	C	Citigroup Inc This page	5,110	$715,195
5	BNY	Bank of New York Mellon Corp	3,167	$457,979
6	HSBC	Hsbc Holdings PLC	2,958	$281,276
7	UBS	UBS Group AG	5,258	$260,586
8	SAN	Banco Santander, S.A.	12,826	$176,998

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$715,195	5,110	+116.9%	Shares	Sole	2026-07-20
2026-03-31	$267,193	2,356	-75.8%	Shares	Sole	2026-04-24
2025-12-31	$1,138,194	9,754	+138.4%	Shares	Sole	2026-01-30
2025-09-30	$415,338	4,092	-62.2%	Shares	Sole	2025-11-12
2023-03-31	$507,724	10,828	+105.6%	Shares	Sole	2023-05-15
2022-12-31	$238,226	5,267	-72.3%	Shares	Sole	2023-02-14
2022-09-30	$792,980	19,030	-0.9%	Shares	Sole	2022-11-07
2022-06-30	$883,467	19,210	+27.1%	Shares	Sole	2022-08-05
2022-03-31	$807,034	15,113	+52.3%	Shares	Sole	2022-05-13
2021-12-31	$599,370	9,925	-22.7%	Shares	Sole	2022-02-04
2021-03-31	$933,891	12,837	-22.7%	Shares	Sole	2021-05-05
2020-12-31	$1,023,617	16,601	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.