Premier Path Wealth Partners, LLC

Position in C — Citigroup Inc

CIK 1999925 MADISON, NJ

Position in C

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$3,063,024

+$782,123 QoQ

Shares Held

21,885

+8.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#900

of 2,621 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Premier Path Wealth Partners, LLC holds $23,647,599 across 7 Banks - Diversified names. C ranks #4 (13.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	29,243	$9,572,111
2	BNY	Bank of New York Mellon Corp	29,881	$4,321,091
3	BAC	Bank Of America Corp /De/	66,237	$3,774,184
4	C	Citigroup Inc This page	21,885	$3,063,024
5	WFC	Wells Fargo & Company/Mn	28,987	$2,395,485
6	TD	Toronto Dominion Bank	2,641	$320,696
7	MUFG	Mitsubishi Ufj Financial Group Inc	10,106	$201,008

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,063,024	21,885	+8.8%	Shares	Sole	2026-07-21
2026-03-31	$2,280,901	20,112	+14.2%	Shares	Sole	2026-04-23
2025-12-31	$2,055,494	17,615	+11.3%	Shares	Sole	2026-01-22
2025-09-30	$1,606,846	15,831	-0.2%	Shares	Sole	2025-11-04
2025-06-30	$1,350,513	15,866	+9.5%	Shares	Sole	2025-08-04
2025-03-31	$1,028,290	14,485	+1.7%	Shares	Sole	2025-04-21
2024-12-31	$1,002,494	14,242	+1.4%	Shares	Sole	2025-01-15
2024-09-30	$878,904	14,040	-1.3%	Shares	Sole	2024-10-15
2024-06-30	$902,591	14,223	+1.5%	Shares	Sole	2024-07-24
2024-03-31	$886,435	14,017	+0.9%	Shares	Sole	2024-04-24
2023-12-31	$714,604	13,892	—	Shares	Sole	2024-01-12
No filing history on record for this holder in this stock.