Widmann Financial Services, Inc.

Position in C — Citigroup Inc

CIK 1906640 BOWIE, MD

Position in C

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,086,943

+$364,472 QoQ

Shares Held

14,911

-1.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.80%

of 13F equity value

Holder Rank

#1,047

of 2,621 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Widmann Financial Services, Inc. holds $3,390,840 across 3 Banks - Diversified names. C ranks #1 (61.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc This page	14,911	$2,086,943
2	JPM	Jpmorgan Chase & Co	2,015	$659,569
3	BAC	Bank Of America Corp /De/	11,308	$644,328

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,086,943	14,911	-1.8%	Shares	Sole	2026-08-14
2026-03-31	$1,722,471	15,188	-0.2%	Shares	Sole	2026-05-15
2025-12-31	$1,776,138	15,221	-3.0%	Shares	Sole	2026-02-18
2025-09-30	$1,593,347	15,698	-0.5%	Shares	Sole	2025-11-14
2025-06-30	$1,342,427	15,771	+1.0%	Shares	Sole	2025-08-14
2025-03-31	$1,108,721	15,618	+4.3%	Shares	Sole	2025-05-14
2024-12-31	$1,053,738	14,970	+3.5%	Shares	Sole	2025-02-14
2024-09-30	$905,634	14,467	-4.3%	Shares	Sole	2024-11-14
2024-06-30	$959,705	15,123	-1.1%	Shares	Sole	2024-08-14
2024-03-31	$966,623	15,285	-1.3%	Shares	Sole	2024-05-14
2023-12-31	$796,342	15,481	-2.9%	Shares	Sole	2024-02-13
2023-09-30	$655,982	15,949	+1.4%	Shares	Sole	2023-11-06
2023-06-30	$724,439	15,735	+12.7%	Shares	Sole	2023-08-04
2023-03-31	$654,631	13,961	+12.9%	Shares	Sole	2023-05-09
2022-12-31	$559,404	12,368	+29.3%	Shares	Sole	2023-02-06
2022-09-30	$398,490	9,563	+81.1%	Shares	Sole	2022-11-14
2022-06-30	$242,827	5,280	+148.7%	Shares	Sole	2022-08-01
2021-12-31	$128,207	2,123	—	Shares	Sole	2022-01-28
No filing history on record for this holder in this stock.