Williamson Legacy Group, LLC

Position in C — Citigroup Inc

CIK 2011965 CARMEL, IN

Position in C

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,392,336

+$1,241,792 QoQ

Shares Held

17,093

+68.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.19%

of 13F equity value

Holder Rank

#990

of 2,617 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Williamson Legacy Group, LLC holds $7,331,322 across 4 Banks - Diversified names. C ranks #1 (32.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc This page	17,093	$2,392,336
2	TD	Toronto Dominion Bank	15,781	$1,916,286
3	BNY	Bank of New York Mellon Corp	12,717	$1,839,005
4	CM	Canadian Imperial Bank Of Commerce /Can/	10,293	$1,183,695

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,392,336	17,093	+68.5%	Shares	Sole	2026-08-13
2026-03-31	$1,150,544	10,145	—	Shares	Sole	2026-05-13
No filing history on record for this holder in this stock.