Colonial Trust Co / SC

Bank

Position in C — Citigroup Inc

CIK 1954093 SPARTANBURG, SC

Position in C

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$893,084

+$167,487 QoQ

Shares Held

6,381

-0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,404

of 2,617 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Colonial Trust Co / SC holds $22,212,829 across 10 Banks - Diversified names. C ranks #3 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	51,229	$16,768,788
2	BAC	Bank Of America Corp /De/	47,813	$2,724,384
3	C	Citigroup Inc This page	6,381	$893,084
4	RY	Royal Bank Of Canada	4,000	$827,880
5	WFC	Wells Fargo & Company/Mn	6,133	$506,831
6	BNY	Bank of New York Mellon Corp	2,026	$292,979
7	TD	Toronto Dominion Bank	867	$105,279
8	BNS	Bank Of Nova Scotia	1,000	$86,840

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$893,084	6,381	-0.3%	Shares	Sole	2026-08-11
2026-03-31	$725,597	6,398	-6.5%	Shares	Sole	2026-05-12
2025-12-31	$798,276	6,841	-0.5%	Shares	Sole	2026-02-12
2025-09-30	$697,609	6,873	-6.8%	Shares	Sole	2025-11-10
2025-06-30	$628,015	7,378	+7.2%	Shares	Sole	2025-08-13
2025-03-31	$488,766	6,885	-15.8%	Shares	Sole	2025-05-14
2024-12-31	$575,438	8,175	+730.8%	Shares	Sole	2025-02-14
2024-09-30	$61,598	984	-0.1%	Shares	Sole	2024-11-12
2024-06-30	$62,508	985	+29.8%	Shares	Sole	2024-08-14
2024-03-31	$47,999	759	-3.7%	Shares	Sole	2024-05-14
2023-12-31	$40,534	788	-50.3%	Shares	Sole	2024-02-14
2023-09-30	$65,191	1,585	+6.7%	Shares	Sole	2023-11-13
2023-06-30	$68,369	1,485	+15.6%	Shares	Sole	2023-08-14
2023-03-31	$60,253	1,285	-3.3%	Shares	Sole	2023-05-11
2022-12-31	$60,110	1,329	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.