RICHARDSON FINANCIAL SERVICES INC.

Position in C — Citigroup Inc

CIK 2012303 MEDWAY, MA

Position in C

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$657,951

+$279,049 QoQ

Shares Held

4,701

+40.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

#1,566

of 2,617 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

RICHARDSON FINANCIAL SERVICES INC. holds $3,915,300 across 10 Banks - Diversified names. C ranks #2 (16.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	5,983	$1,958,413
2	C	Citigroup Inc This page	4,701	$657,951
3	BNY	Bank of New York Mellon Corp	2,815	$407,077
4	BAC	Bank Of America Corp /De/	5,528	$314,985
5	TD	Toronto Dominion Bank	927	$112,565
6	SAN	Banco Santander, S.A.	7,512	$103,665
7	SMFG	Sumitomo Mitsui Financial Group, Inc.	4,246	$100,120
8	RY	Royal Bank Of Canada	479	$99,138

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$657,951	4,701	+40.7%	Shares	Sole	2026-08-10
2026-03-31	$378,902	3,341	+1.4%	Shares	Sole	2026-05-04
2025-12-31	$384,493	3,295	+51.1%	Shares	Sole	2026-01-22
2025-09-30	$221,270	2,180	-4.0%	Shares	Sole	2025-10-28
2025-06-30	$193,222	2,270	+6.1%	Shares	Sole	2025-07-25
2025-03-31	$151,918	2,140	-0.9%	Shares	Sole	2025-05-06
2024-12-31	$152,042	2,160	-3.4%	Shares	Sole	2025-01-24
2024-09-30	$139,911	2,235	0.0%	Shares	Sole	2024-10-24
2024-06-30	$141,832	2,235	+2.3%	Shares	Sole	2024-08-12
2024-03-31	$138,178	2,185	+1.9%	Shares	Sole	2024-05-03
2023-12-31	$110,338	2,145	—	Shares	Sole	2024-03-04
No filing history on record for this holder in this stock.