Intrinsic Value Partners, LLC

Position in C — Citigroup Inc

CIK 1910364 PHOENIX, AZ

Position in C

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

Position Value

$732,690

+$136,721 QoQ

Shares Held

5,235

-0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.66%

of 13F equity value

Holder Rank

#1,507

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

Intrinsic Value Partners, LLC holds $6,659,231 across 5 Banks - Diversified names. C ranks #3 (11.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BNY	Bank of New York Mellon Corp	24,074	$3,481,341
2	WFC	Wells Fargo & Company/Mn	13,547	$1,119,524
3	C	Citigroup Inc This page	5,235	$732,690
4	BAC	Bank Of America Corp /De/	12,167	$693,275
5	JPM	Jpmorgan Chase & Co	1,932	$632,401

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$732,690	5,235	-0.4%	Shares	Sole	2026-07-14
2026-03-31	$595,969	5,255	-0.2%	Shares	Sole	2026-04-28
2025-12-31	$614,372	5,265	-0.2%	Shares	Sole	2026-01-21
2025-09-30	$535,412	5,275	-15.9%	Shares	Sole	2025-11-14
2025-06-30	$534,128	6,275	-9.1%	Shares	Sole	2025-07-21
2025-03-31	$490,256	6,906	-52.5%	Shares	Sole	2025-05-08
2024-12-31	$1,022,414	14,525	-3.3%	Shares	Sole	2025-01-30
2024-09-30	$940,565	15,025	-0.3%	Shares	Sole	2024-11-04
2024-06-30	$956,786	15,077	-0.0%	Shares	Sole	2024-07-25
2024-03-31	$953,659	15,080	+12.3%	Shares	Sole	2024-04-22
2023-12-31	$690,839	13,430	-3.3%	Shares	Sole	2024-02-07
2023-09-30	$571,501	13,895	-0.8%	Shares	Sole	2023-10-17
2023-06-30	$644,560	14,000	0.0%	Shares	Sole	2023-08-02
2023-03-31	$656,460	14,000	-8.0%	Shares	Sole	2023-04-18
2022-12-31	$688,400	15,220	-10.0%	Shares	Sole	2023-01-12
2022-09-30	$705,056	16,920	0.0%	Shares	Sole	2022-10-14
2022-06-30	$778,150	16,920	-14.6%	Shares	Sole	2022-07-18
2022-03-31	$1,057,854	19,810	-15.7%	Shares	Sole	2022-04-28
2021-12-31	$1,419,165	23,500	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.