Compound Planning, Inc.

Position in C — Citigroup Inc

CIK 1978879 NEW YORK, NY

Position in C

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$5,536,117

+$1,416,046 QoQ

Shares Held

39,555

+8.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#725

of 2,617 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Financial Services · as of Jun 30, 2026

Compound Planning, Inc. holds $91,501,846 across 18 Banks - Diversified names. C ranks #5 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	77,143	$25,251,217
2	BAC	Bank Of America Corp /De/	169,796	$9,674,975
3	HSBC	Hsbc Holdings PLC	79,278	$7,538,544
4	BNY	Bank of New York Mellon Corp	41,221	$5,960,968
5	C	Citigroup Inc This page	39,555	$5,536,117
6	RY	Royal Bank Of Canada	22,798	$4,718,501
7	MUFG	Mitsubishi Ufj Financial Group Inc	205,851	$4,094,375
8	SAN	Banco Santander, S.A.	283,998	$3,919,172

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,536,117	39,555	+8.9%	Shares	Sole	2026-08-04
2026-03-31	$4,120,071	36,329	+0.0%	Shares	Other	2026-05-14
2025-12-31	$4,238,414	36,322	+4.3%	Shares	Defined	2026-02-19
2025-09-30	$3,533,722	34,815	+14.1%	Shares	Sole	2025-11-10
2025-06-30	$2,597,862	30,520	+0.3%	Shares	Sole	2025-08-14
2025-03-31	$2,160,935	30,440	+3.9%	Shares	Sole	2025-05-14
2024-12-31	$2,062,778	29,305	+12.8%	Shares	Sole	2025-01-17
2024-09-30	$1,625,784	25,971	-7.7%	Shares	Sole	2024-10-08
2024-06-30	$1,785,320	28,133	+27.3%	Shares	Sole	2024-07-26
2024-03-31	$1,398,109	22,108	+18.2%	Shares	Sole	2024-05-07
2023-12-31	$962,390	18,709	+51.5%	Shares	Sole	2024-02-08
2023-09-30	$507,955	12,350	+16.6%	Shares	Sole	2023-11-09
2023-06-30	$487,517	10,589	+7.3%	Shares	Sole	2023-08-03
2023-03-31	$462,710	9,868	—	Shares	Sole	2023-06-07
No filing history on record for this holder in this stock.