EAGLE ROCK INVESTMENT COMPANY, LLC

Position in C — Citigroup Inc

CIK 1911407 ATLANTA, GA

Position in C

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$7,144,958

+$1,360,255 QoQ

Shares Held

51,050

+0.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.06%

of 13F equity value

Holder Rank

#664

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

EAGLE ROCK INVESTMENT COMPANY, LLC holds $29,171,321 across 2 Banks - Diversified names. C ranks #2 (24.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	JPM	Jpmorgan Chase & Co	67,291	$22,026,363
2	C	Citigroup Inc This page	51,050	$7,144,958

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,144,958	51,050	+0.1%	Shares	Sole	2026-07-09
2026-03-31	$5,784,703	51,007	-9.5%	Shares	Sole	2026-04-09
2025-12-31	$6,578,515	56,376	-0.6%	Shares	Sole	2026-01-14
2025-09-30	$5,756,471	56,714	-0.5%	Shares	Sole	2025-11-07
2025-06-30	$4,851,329	56,994	-0.1%	Shares	Sole	2025-07-23
2025-03-31	$4,048,843	57,034	-1.6%	Shares	Sole	2025-04-11
2024-12-31	$4,080,015	57,963	+0.2%	Shares	Sole	2025-01-15
2024-09-30	$3,622,161	57,862	-5.9%	Shares	Sole	2024-10-07
2024-06-30	$3,900,378	61,462	-0.7%	Shares	Sole	2024-07-12
2024-03-31	$3,912,722	61,871	-0.7%	Shares	Sole	2024-04-15
2023-12-31	$3,203,631	62,279	-3.6%	Shares	Sole	2024-01-12
2023-09-30	$2,656,668	64,592	-4.4%	Shares	Sole	2023-10-10
2023-06-30	$3,110,738	67,566	-8.4%	Shares	Sole	2023-07-19
2023-03-31	$3,459,262	73,774	-18.7%	Shares	Sole	2023-04-10
2022-12-31	$4,106,431	90,790	-40.7%	Shares	Sole	2023-01-25
2022-09-30	$6,377,926	153,058	-12.1%	Shares	Sole	2022-11-08
2022-06-30	$8,004,789	174,055	+19.3%	Shares	Sole	2022-08-12
2022-03-31	$7,791,914	145,916	-13.9%	Shares	Sole	2022-05-11
2021-12-31	$10,233,870	169,463	—	Shares	Sole	2022-02-17
No filing history on record for this holder in this stock.