Whalen Wealth Management Inc.

Position in C — Citigroup Inc

CIK 1894447 LAS VEGAS, NV

Position in C

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

Position Value

$973,561

+$160,752 QoQ

Shares Held

6,956

-2.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

#1,361

of 2,621 holders

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Whalen Wealth Management Inc. holds $7,626,476 across 5 Banks - Diversified names. C ranks #4 (12.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	10,708	$3,505,049
2	BAC	Bank Of America Corp /De/	28,935	$1,648,716
3	WFC	Wells Fargo & Company/Mn	14,396	$1,189,685
4	C	Citigroup Inc This page	6,956	$973,561
5	BNY	Bank of New York Mellon Corp	2,140	$309,465

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$973,561	6,956	-2.9%	Shares	Sole	2026-08-13
2026-03-31	$812,809	7,167	+41.3%	Shares	Sole	2026-04-13
2025-12-31	$591,968	5,073	+12.2%	Shares	Sole	2026-01-20
2025-09-30	$458,780	4,520	-7.4%	Shares	Sole	2025-10-09
2025-06-30	$415,640	4,883	-63.3%	Shares	Sole	2025-08-04
2024-12-31	$937,031	13,312	—	Shares	Sole	2025-01-17
No filing history on record for this holder in this stock.