Legacy Capital Group California, Inc.

Position in C — Citigroup Inc

CIK 1977092 LOS GATOS, CA

Position in C

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,237,260

-$41,373 QoQ

Shares Held

15,985

-20.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.94%

of 13F equity value

Holder Rank

#1,018

of 2,617 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Legacy Capital Group California, Inc. holds $12,059,405 across 11 Banks - Diversified names. C ranks #1 (18.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc This page	15,985	$2,237,260
2	JPM	Jpmorgan Chase & Co	6,630	$2,170,197
3	BNY	Bank of New York Mellon Corp	13,511	$1,953,825
4	UBS	UBS Group AG	31,602	$1,566,195
5	BCS	Barclays PLC	42,007	$1,128,308
6	BAC	Bank Of America Corp /De/	17,863	$1,017,833
7	HSBC	Hsbc Holdings PLC	4,668	$443,880
8	TD	Toronto Dominion Bank	3,638	$441,762

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,237,260	15,985	-20.4%	Shares	Sole	2026-07-29
2026-03-31	$2,278,633	20,092	-20.8%	Shares	Sole	2026-05-04
2025-12-31	$2,959,141	25,359	+0.9%	Shares	Sole	2026-01-28
2025-09-30	$2,551,811	25,141	+0.2%	Shares	Sole	2025-11-12
2025-06-30	$2,136,426	25,099	-2.7%	Shares	Sole	2025-07-14
2025-03-31	$1,830,548	25,786	+65.6%	Shares	Sole	2025-05-09
2024-12-31	$1,096,183	15,573	-0.7%	Shares	Sole	2025-02-03
2024-09-30	$981,505	15,679	-5.5%	Shares	Sole	2024-10-23
2024-06-30	$1,053,182	16,596	+1.0%	Shares	Sole	2024-07-22
2024-03-31	$1,038,843	16,427	-1.7%	Shares	Sole	2024-05-07
2023-12-31	$859,613	16,711	+12.8%	Shares	Sole	2024-02-13
2023-09-30	$609,340	14,815	+0.5%	Shares	Sole	2023-11-06
2023-06-30	$678,997	14,748	+3.1%	Shares	Sole	2023-08-10
2023-03-31	$670,620	14,302	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.