Forum Financial Management, LP

Position in C — Citigroup Inc

CIK 1911832 LOMBARD, IL

Position in C

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$669,708

+$142,239 QoQ

Shares Held

4,785

+2.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,563

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

Forum Financial Management, LP holds $15,591,874 across 5 Banks - Diversified names. C ranks #5 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	35,013	$11,460,804
2	BNY	Bank of New York Mellon Corp	9,368	$1,354,706
3	WFC	Wells Fargo & Company/Mn	16,241	$1,342,156
4	BAC	Bank Of America Corp /De/	13,417	$764,500
5	C	Citigroup Inc This page	4,785	$669,708

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$669,708	4,785	+2.9%	Shares	Sole	2026-07-23
2026-03-31	$527,469	4,651	-86.1%	Shares	Sole	2026-04-23
2025-12-31	$3,910,398	33,511	+0.6%	Shares	Sole	2026-01-27
2025-09-30	$3,381,980	33,320	+5.6%	Shares	Sole	2025-10-24
2025-06-30	$2,684,855	31,542	+4.2%	Shares	Sole	2025-07-30
2025-03-31	$2,147,944	30,257	-0.3%	Shares	Sole	2025-05-02
2024-12-31	$2,135,491	30,338	+20.2%	Shares	Sole	2025-02-20
2024-09-30	$1,580,587	25,249	-4.7%	Shares	Sole	2024-10-29
2024-06-30	$1,681,309	26,494	+3.5%	Shares	Sole	2024-07-30
2024-03-31	$1,618,880	25,599	-1.9%	Shares	Sole	2024-05-09
2023-12-31	$1,341,863	26,086	+3.7%	Shares	Sole	2024-02-07
2023-09-30	$1,035,036	25,165	-0.4%	Shares	Sole	2023-11-06
2023-06-30	$1,163,753	25,277	+6.0%	Shares	Sole	2023-07-26
2023-03-31	$1,117,716	23,837	+1.0%	Shares	Sole	2023-04-19
2022-12-31	$1,067,292	23,597	+0.3%	Shares	Sole	2023-01-24
2022-09-30	$980,786	23,537	+5.5%	Shares	Sole	2022-11-07
2022-06-30	$1,026,174	22,313	-12.1%	Shares	Sole	2022-08-15
2022-03-31	$1,355,932	25,392	+0.0%	Shares	Sole	2022-05-16
2021-12-31	$1,533,000	25,385	—	Shares	Sole	2022-02-18
No filing history on record for this holder in this stock.