Viewpoint Capital Management LLC

Position in C — Citigroup Inc

CIK 1906223 SEATTLE, WA

Position in C

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$6,309,536

-$340,826 QoQ

Shares Held

45,081

-23.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

5.44%

of 13F equity value

Holder Rank

#696

of 2,621 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Viewpoint Capital Management LLC holds $14,292,281 across 3 Banks - Diversified names. C ranks #2 (44.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	126,494	$7,207,628
2	C	Citigroup Inc This page	45,081	$6,309,536
3	JPM	Jpmorgan Chase & Co	2,368	$775,117

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,309,536	45,081	-23.1%	Shares	Sole	2026-08-04
2026-03-31	$6,650,362	58,640	-3.7%	Shares	Sole	2026-04-17
2025-12-31	$7,105,254	60,890	-1.0%	Shares	Sole	2026-02-11
2025-09-30	$6,242,250	61,500	0.0%	Shares	Sole	2025-10-22
2025-06-30	$5,234,880	61,500	-0.5%	Shares	Sole	2025-07-23
2025-03-31	$4,387,182	61,800	+1.2%	Shares	Sole	2025-04-29
2024-12-31	$4,298,013	61,060	-0.4%	Shares	Sole	2025-01-29
2024-09-30	$3,838,945	61,325	-1.1%	Shares	Sole	2024-10-24
2024-06-30	$3,933,568	61,985	+0.0%	Shares	Sole	2024-07-30
2024-03-31	$3,918,982	61,970	-0.2%	Shares	Sole	2024-04-16
2023-12-31	$3,194,989	62,111	-0.1%	Shares	Sole	2024-01-30
2023-09-30	$2,556,887	62,166	+1.0%	Shares	Sole	2023-10-26
2023-06-30	$2,834,498	61,566	+2.3%	Shares	Sole	2023-08-10
2023-03-31	$2,821,183	60,166	-0.8%	Shares	Sole	2023-05-12
2022-12-31	$2,741,887	60,621	-0.3%	Shares	Sole	2023-02-14
2022-09-30	$2,533,619	60,802	-1.0%	Shares	Sole	2022-11-10
2022-06-30	$2,823,464	61,393	-0.3%	Shares	Sole	2022-08-11
2022-03-31	$3,288,265	61,578	-0.6%	Shares	Sole	2022-05-10
2021-12-31	$3,740,435	61,938	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.