Allen Mooney & Barnes Investment Advisors LLC
Position in C — Citigroup Inc
CIK 2001461
Thomasville, GA
Position in C
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$11,667,765
+$1,541,273 QoQ
Shares Held
83,365
-6.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
2.01%
of 13F equity value
Holder Rank
#533
of 2,621 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Allen Mooney & Barnes Investment Advisors LLC holds $31,637,674 across 4 Banks - Diversified names. C ranks #2 (36.9% of the industry book) .
All Filings in C
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,667,765 | 83,365 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $10,126,492 | 89,291 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $10,187,387 | 87,303 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $8,798,832 | 86,688 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $7,240,392 | 85,061 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $6,016,828 | 84,756 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $6,000,677 | 85,249 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $5,331,642 | 85,170 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $5,602,312 | 88,281 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $5,467,730 | 86,460 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $4,508,304 | 87,642 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $4,153,184 | 100,977 | Shares | Sole | 2023-11-21 | |
| 2023-06-30 | $4,445,806 | 96,564 | Shares | Sole | 2024-05-23 | |
| 2023-03-31 | $4,551,096 | 97,059 | Shares | Sole | 2024-05-23 | |
| 2022-12-31 | $4,381,656 | 96,875 | Shares | Sole | 2024-05-23 | |
| 2022-09-30 | $4,195,085 | 100,674 | Shares | Sole | 2024-05-23 | |
| 2022-06-30 | $4,566,852 | 99,301 | Shares | Sole | 2024-05-23 | |
| 2022-03-31 | $5,040,532 | 94,392 | Shares | Sole | 2024-05-23 | |
| No filing history on record for this holder in this stock. | ||||||