Kestra Investment Management, LLC

Position in C — Citigroup Inc

CIK 1962449 AUSTIN, TX

Position in C

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$956,066

+$688,759 QoQ

Shares Held

6,831

+189.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,374

of 2,621 holders

Holding Since

Dec 2024

7 quarters on record

Financial Services · as of Jun 30, 2026

Kestra Investment Management, LLC holds $12,746,968 across 4 Banks - Diversified names. C ranks #3 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	31,368	$10,267,687
2	BAC	Bank Of America Corp /De/	18,190	$1,036,466
3	C	Citigroup Inc This page	6,831	$956,066
4	WFC	Wells Fargo & Company/Mn	5,890	$486,749

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$956,066	6,831	+189.8%	Shares	Sole	2026-08-05
2026-03-31	$267,307	2,357	-63.3%	Shares	Sole	2026-05-11
2025-12-31	$749,966	6,427	+13.1%	Shares	Sole	2026-02-09
2025-09-30	$576,824	5,683	+0.1%	Shares	Sole	2025-11-17
2025-06-30	$483,311	5,678	+25.1%	Shares	Sole	2025-08-15
2025-03-31	$322,223	4,539	+77.8%	Shares	Sole	2025-05-16
2024-12-31	$179,705	2,553	—	Shares	Sole	2025-01-31
No filing history on record for this holder in this stock.