Western Pacific Wealth Management, LP

Position in C — Citigroup Inc

CIK 1907320 Lake Forest, IL

Position in C

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

Position Value

$398,046

+$53,961 QoQ

Shares Held

2,844

-6.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#1,838

of 2,621 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Western Pacific Wealth Management, LP holds $1,292,167 across 6 Banks - Diversified names. C ranks #2 (30.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WFC	Wells Fargo & Company/Mn	6,050	$499,972
2	C	Citigroup Inc This page	2,844	$398,046
3	JPM	Jpmorgan Chase & Co	922	$301,798
4	BAC	Bank Of America Corp /De/	1,003	$57,150
5	BMO	Bank Of Montreal /Can/	102	$18,023
6	RY	Royal Bank Of Canada	83	$17,178

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$398,046	2,844	-6.3%	Shares	Sole	2026-08-07
2026-03-31	$344,085	3,034	0.0%	Shares	Sole	2026-04-17
2025-12-31	$354,037	3,034	0.0%	Shares	Sole	2026-02-04
2025-09-30	$307,951	3,034	0.0%	Shares	Sole	2025-10-21
2025-06-30	$258,254	3,034	0.0%	Shares	Sole	2025-07-10
2025-03-31	$215,383	3,034	0.0%	Shares	Sole	2025-04-17
2024-12-31	$213,563	3,034	+101.1%	Shares	Sole	2025-01-24
2024-09-30	$94,463	1,509	0.0%	Shares	Sole	2024-10-31
2024-06-30	$95,761	1,509	0.0%	Shares	Sole	2024-08-14
2024-03-31	$95,429	1,509	+6.0%	Shares	Sole	2024-05-15
2023-12-31	$73,250	1,424	-59.2%	Shares	Sole	2024-02-09
2023-09-30	$143,502	3,489	+11.7%	Shares	Sole	2023-10-26
2023-06-30	$143,828	3,124	0.0%	Shares	Sole	2023-08-08
2023-03-31	$146,484	3,124	+85.5%	Shares	Sole	2023-05-11
2022-12-31	$76,167	1,684	+2.1%	Shares	Sole	2023-02-03
2022-09-30	$68,713	1,649	—	Shares	Sole	2022-10-27
No filing history on record for this holder in this stock.