Envestnet Portfolio Solutions, Inc.

Position in C — Citigroup Inc

CIK 1998033 BERWYN, PA

Position in C

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$5,062,353

+$958,499 QoQ

Shares Held

36,170

-0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#744

of 2,617 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $85,284,013 across 15 Banks - Diversified names. C ranks #4 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	164,847	$53,959,368
2	BAC	Bank Of America Corp /De/	203,285	$11,583,179
3	WFC	Wells Fargo & Company/Mn	62,339	$5,151,694
4	C	Citigroup Inc This page	36,170	$5,062,353
5	BNY	Bank of New York Mellon Corp	24,341	$3,519,952
6	RY	Royal Bank Of Canada	5,717	$1,183,247
7	BCS	Barclays PLC	31,952	$858,230
8	SAN	Banco Santander, S.A.	48,751	$672,763

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,062,353	36,170	-0.0%	Shares	Sole	2026-07-20
2026-03-31	$4,103,854	36,186	-31.4%	Shares	Sole	2026-04-29
2025-12-31	$6,155,397	52,750	+1.2%	Shares	Sole	2026-02-06
2025-09-30	$5,293,123	52,149	-10.2%	Shares	Sole	2025-10-30
2025-06-30	$4,942,237	58,062	+5.9%	Shares	Sole	2025-07-25
2025-03-31	$3,891,955	54,824	-26.1%	Shares	Sole	2025-04-21
2024-12-31	$5,223,993	74,215	+9.3%	Shares	Sole	2025-02-10
2024-09-30	$4,248,975	67,875	-7.4%	Shares	Sole	2024-10-31
2024-06-30	$4,652,696	73,317	+13.3%	Shares	Sole	2024-07-16
2024-03-31	$4,093,145	64,724	+35.1%	Shares	Sole	2024-05-06
2023-12-31	$2,465,107	47,922	+1.8%	Shares	Sole	2024-02-07
2023-09-30	$1,935,618	47,061	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.