Altrius Capital Management Inc

Position in C — Citigroup Inc

CIK 1940646 NEW BERN, NC

Position in C

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$7,226,554

+$1,351,576 QoQ

Shares Held

51,633

-0.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

2.04%

of 13F equity value

Holder Rank

#657

of 2,617 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Altrius Capital Management Inc holds $45,760,794 across 5 Banks - Diversified names. C ranks #3 (15.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RY	Royal Bank Of Canada	66,441	$13,751,293
2	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	477,695	$11,971,036
3	C	Citigroup Inc This page	51,633	$7,226,554
4	JPM	Jpmorgan Chase & Co	19,748	$6,464,112
5	BAC	Bank Of America Corp /De/	111,404	$6,347,799

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,226,554	51,633	-0.3%	Shares	Sole	2026-08-13
2026-03-31	$5,874,978	51,803	-0.8%	Shares	Sole	2026-05-05
2025-12-31	$6,093,785	52,222	+1.4%	Shares	Sole	2026-02-02
2025-09-30	$5,225,118	51,479	-29.5%	Shares	Sole	2025-11-05
2025-06-30	$6,214,526	73,009	-1.9%	Shares	Sole	2025-08-06
2025-03-31	$5,282,010	74,405	-3.2%	Shares	Sole	2025-04-22
2024-12-31	$5,411,160	76,874	-2.5%	Shares	Sole	2025-02-05
2024-09-30	$4,935,384	78,840	-2.9%	Shares	Sole	2024-11-06
2024-06-30	$5,153,650	81,211	-1.2%	Shares	Sole	2024-08-12
2024-03-31	$5,197,885	82,193	+5.5%	Shares	Sole	2024-05-13
2023-12-31	$4,007,587	77,908	+1.0%	Shares	Sole	2024-02-05
2023-09-30	$3,171,123	77,100	+11.7%	Shares	Sole	2023-10-30
2023-06-30	$3,177,911	69,025	+2.2%	Shares	Sole	2023-08-10
2023-03-31	$3,166,294	67,526	+5.1%	Shares	Sole	2023-05-15
2022-12-31	$2,906,615	64,263	-0.5%	Shares	Sole	2023-02-07
2022-09-30	$2,690,798	64,574	-12.8%	Shares	Sole	2022-11-08
2022-06-30	$3,406,939	74,080	—	Shares	Sole	2022-08-09
No filing history on record for this holder in this stock.