Carr Financial Group Corp

Position in C — Citigroup Inc

CIK 1931232 WORCESTER, MA

Position in C

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$240,731

+$8,398 QoQ

Shares Held

1,720

-24.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#2,169

of 2,621 holders

Holding Since

Dec 2022

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Carr Financial Group Corp holds $3,475,309 across 4 Banks - Diversified names. C ranks #4 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	6,695	$2,191,474
2	BAC	Bank Of America Corp /De/	10,991	$626,267
3	RY	Royal Bank Of Canada	2,014	$416,837
4	C	Citigroup Inc This page	1,720	$240,731

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$240,731	1,720	-24.9%	Shares	Sole	2026-08-06
2025-09-30	$232,333	2,289	-48.0%	Shares	Sole	2025-10-08
2023-06-30	$202,529	4,399	-30.5%	Shares	Sole	2023-07-17
2023-03-31	$296,766	6,329	-2.8%	Shares	Sole	2023-04-20
2022-12-31	$294,402	6,509	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.