Massachusetts Wealth Management

Position in C — Citigroup Inc

CIK 1966011 NORTH ANDOVER, MA

Position in C

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$7,175,049

+$1,337,270 QoQ

Shares Held

51,265

-0.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

3.63%

of 13F equity value

Holder Rank

#661

of 2,621 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Massachusetts Wealth Management holds $22,242,592 across 6 Banks - Diversified names. C ranks #1 (32.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc This page	51,265	$7,175,049
2	JPM	Jpmorgan Chase & Co	20,405	$6,679,168
3	BAC	Bank Of America Corp /De/	75,790	$4,318,514
4	WFC	Wells Fargo & Company/Mn	33,065	$2,732,491
5	UBS	UBS Group AG	21,080	$1,044,724
6	TD	Toronto Dominion Bank	2,410	$292,646

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,175,049	51,265	-0.4%	Shares	Sole	2026-08-03
2026-03-31	$5,837,779	51,475	+0.5%	Shares	Sole	2026-04-15
2025-12-31	$5,976,278	51,215	+0.3%	Shares	Sole	2026-01-26
2025-09-30	$5,183,808	51,072	+1.7%	Shares	Sole	2025-10-21
2025-06-30	$4,272,768	50,197	+0.5%	Shares	Sole	2025-07-23
2025-03-31	$3,544,317	49,927	+14.8%	Shares	Sole	2025-04-17
2024-12-31	$3,062,457	43,507	+6.3%	Shares	Sole	2025-01-27
2024-09-30	$2,562,343	40,932	+0.1%	Shares	Sole	2024-10-23
2024-06-30	$2,595,958	40,907	+0.6%	Shares	Sole	2024-08-01
2024-03-31	$2,572,729	40,682	+2.3%	Shares	Sole	2024-04-19
2023-12-31	$2,046,386	39,782	+0.5%	Shares	Sole	2024-01-25
2023-09-30	$1,628,336	39,590	-0.8%	Shares	Sole	2023-10-25
2023-06-30	$1,837,686	39,915	+2.8%	Shares	Sole	2023-08-03
2023-03-31	$1,820,035	38,815	-2.5%	Shares	Sole	2023-04-27
2022-12-31	$1,800,832	39,815	—	Shares	Sole	2023-02-17
No filing history on record for this holder in this stock.