Keystone Financial Services

Position in C — Citigroup Inc

CIK 1865158 LOVELAND, CO

Position in C

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$281,459

+$19,370 QoQ

Shares Held

2,011

-13.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#2,071

of 2,621 holders

Holding Since

Dec 2021

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Keystone Financial Services holds $6,214,282 across 4 Banks - Diversified names. C ranks #4 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	8,929	$2,922,728
2	BNY	Bank of New York Mellon Corp	10,462	$1,512,908
3	WFC	Wells Fargo & Company/Mn	18,117	$1,497,187
4	C	Citigroup Inc This page	2,011	$281,459

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$281,459	2,011	-13.0%	Shares	Sole	2026-08-06
2026-03-31	$262,089	2,311	-4.5%	Shares	Sole	2026-05-06
2025-12-31	$282,389	2,420	-4.3%	Shares	Sole	2026-02-12
2025-09-30	$256,592	2,528	-0.6%	Shares	Sole	2025-11-13
2025-06-30	$216,460	2,543	-29.2%	Shares	Sole	2025-08-07
2021-12-31	$216,860	3,591	—	Shares	Sole	2022-02-01
No filing history on record for this holder in this stock.