Bruce G. Allen Investments, LLC

Position in C — Citigroup Inc

CIK 2005409 DENVER, CO

Position in C

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$173,550

+$49,253 QoQ

Shares Held

1,240

+13.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#2,303

of 2,617 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Bruce G. Allen Investments, LLC holds $3,723,099 across 18 Banks - Diversified names. C ranks #7 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	2,078	$680,191
2	BNY	Bank of New York Mellon Corp	4,353	$629,487
3	BAC	Bank Of America Corp /De/	8,549	$487,122
4	WFC	Wells Fargo & Company/Mn	4,745	$392,126
5	ING	Ing Groep NV	10,631	$333,600
6	SMFG	Sumitomo Mitsui Financial Group, Inc.	8,546	$201,514
7	C	Citigroup Inc This page	1,240	$173,550
8	RY	Royal Bank Of Canada	656	$135,772

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$173,550	1,240	+13.1%	Shares	Sole	2026-07-31
2026-03-31	$124,297	1,096	-21.6%	Shares	Sole	2026-05-08
2025-12-31	$163,132	1,398	+3.9%	Shares	Sole	2026-02-10
2025-09-30	$136,517	1,345	+35.7%	Shares	Sole	2025-10-30
2025-06-30	$84,353	991	-4.1%	Shares	Sole	2025-07-09
2025-03-31	$73,332	1,033	-6.8%	Shares	Sole	2025-04-14
2024-12-31	$77,992	1,108	+2.8%	Shares	Sole	2025-01-10
2024-09-30	$67,482	1,078	-5.9%	Shares	Sole	2024-10-08
2024-06-30	$72,725	1,146	+8.5%	Shares	Sole	2024-07-12
2024-03-31	$66,781	1,056	0.0%	Shares	Sole	2024-04-10
2023-12-31	$54,320	1,056	—	Shares	Sole	2024-01-11
No filing history on record for this holder in this stock.