McGlone Suttner Wealth Management, Inc.

Position in C — Citigroup Inc

CIK 1964819 APPLETON, WI

Position in C

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$427,437

+$81,310 QoQ

Shares Held

3,054

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#1,802

of 2,621 holders

Holding Since

Dec 2023

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

McGlone Suttner Wealth Management, Inc. holds $8,363,712 across 5 Banks - Diversified names. C ranks #5 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	10,505	$3,438,601
2	BAC	Bank Of America Corp /De/	31,740	$1,808,545
3	BNY	Bank of New York Mellon Corp	9,994	$1,445,232
4	WFC	Wells Fargo & Company/Mn	15,052	$1,243,897
5	C	Citigroup Inc This page	3,054	$427,437

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$427,437	3,054	+0.1%	Shares	Sole	2026-07-21
2026-03-31	$346,127	3,052	+0.6%	Shares	Sole	2026-04-21
2025-12-31	$354,154	3,035	+0.2%	Shares	Sole	2026-01-15
2025-09-30	$307,545	3,030	+0.2%	Shares	Sole	2025-10-20
2025-06-30	$257,317	3,023	-12.7%	Shares	Sole	2025-07-14
2025-03-31	$245,838	3,463	+15.2%	Shares	Sole	2025-04-29
2024-12-31	$211,592	3,006	+13.3%	Shares	Sole	2025-01-21
2023-12-31	$136,418	2,652	—	Shares	Sole	2024-01-18
No filing history on record for this holder in this stock.