Thrive Wealth Management, LLC

Position in C — Citigroup Inc

CIK 1847610 AUDUBON, PA

Position in C

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$1,046,061

+$140,709 QoQ

Shares Held

7,474

-6.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#1,317

of 2,621 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Thrive Wealth Management, LLC holds $5,294,107 across 5 Banks - Diversified names. C ranks #2 (19.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	7,467	$2,444,173
2	C	Citigroup Inc This page	7,474	$1,046,061
3	WFC	Wells Fargo & Company/Mn	9,884	$816,813
4	BAC	Bank Of America Corp /De/	11,737	$668,774
5	BNY	Bank of New York Mellon Corp	2,201	$318,286

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,046,061	7,474	-6.4%	Shares	Sole	2026-07-07
2026-03-31	$905,352	7,983	-14.1%	Shares	Sole	2026-04-09
2025-12-31	$1,084,750	9,296	+0.3%	Shares	Sole	2026-01-12
2025-09-30	$941,108	9,272	-9.2%	Shares	Sole	2025-10-07
2025-06-30	$868,734	10,206	+11.4%	Shares	Sole	2025-07-09
2025-03-31	$650,268	9,160	-2.5%	Shares	Sole	2025-04-10
2024-12-31	$661,454	9,397	-3.3%	Shares	Sole	2025-01-16
2024-09-30	$608,597	9,722	-0.2%	Shares	Sole	2024-10-04
2024-06-30	$618,354	9,744	+3.8%	Shares	Sole	2024-07-12
2024-03-31	$593,444	9,384	-10.1%	Shares	Sole	2024-04-16
2023-12-31	$536,879	10,437	+26.9%	Shares	Sole	2024-01-10
2023-09-30	$338,211	8,223	-22.6%	Shares	Sole	2023-10-13
2023-06-30	$489,405	10,630	-4.3%	Shares	Sole	2023-07-12
2023-03-31	$520,760	11,106	+46.1%	Shares	Sole	2023-04-07
2022-12-31	$343,748	7,600	+32.5%	Shares	Sole	2023-01-25
2022-09-30	$238,935	5,734	—	Shares	Sole	2022-10-24
No filing history on record for this holder in this stock.