Frank, Rimerman Advisors LLC

Position in C — Citigroup Inc

CIK 1977560 Palo Alto, CA

Position in C

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,771,753

+$336,096 QoQ

Shares Held

12,659

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,106

of 2,617 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Frank, Rimerman Advisors LLC holds $39,050,388 across 14 Banks - Diversified names. C ranks #7 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	57,576	$18,846,352
2	BAC	Bank Of America Corp /De/	75,870	$4,323,072
3	WFC	Wells Fargo & Company/Mn	30,494	$2,520,024
4	RY	Royal Bank Of Canada	12,118	$2,508,062
5	TD	Toronto Dominion Bank	17,650	$2,143,239
6	BNY	Bank of New York Mellon Corp	14,776	$2,136,757
7	C	Citigroup Inc This page	12,659	$1,771,753
8	HSBC	Hsbc Holdings PLC	16,391	$1,558,620

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,771,753	12,659	0.0%	Shares	Sole	2026-07-27
2026-03-31	$1,435,657	12,659	0.0%	Shares	Sole	2026-04-29
2025-12-31	$1,477,178	12,659	-0.4%	Shares	Sole	2026-01-15
2025-09-30	$1,289,862	12,708	+0.2%	Shares	Sole	2025-11-04
2025-06-30	$1,079,747	12,685	-10.4%	Shares	Sole	2025-08-11
2025-03-31	$1,005,502	14,164	+4.9%	Shares	Sole	2025-05-12
2024-12-31	$950,265	13,500	+7.1%	Shares	Sole	2025-02-10
2024-09-30	$789,260	12,608	+1.8%	Shares	Sole	2024-10-24
2024-06-30	$785,761	12,382	+2621.3%	Shares	Sole	2024-08-13
2024-03-31	$28,774	455	0.0%	Shares	Sole	2024-05-09
2023-12-31	$23,405	455	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.