Western Financial Corp/CA

Position in C — Citigroup Inc

CIK 1954480 SAN DIEGO, CA

Position in C

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$870,271

New position

Shares Held

6,218

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#1,423

of 2,621 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

Western Financial Corp/CA holds $15,600,811 across 5 Banks - Diversified names. C ranks #4 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WFC	Wells Fargo & Company/Mn	88,892	$7,346,034
2	BNY	Bank of New York Mellon Corp	42,434	$6,136,380
3	JPM	Jpmorgan Chase & Co	3,309	$1,083,134
4	C	Citigroup Inc This page	6,218	$870,271
5	SAN	Banco Santander, S.A.	11,956	$164,992

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$870,271	6,218	—	Shares	Sole	2026-07-22
No filing history on record for this holder in this stock.