Cascade Financial Partners, LLC

Position in C — Citigroup Inc

CIK 2021208 SAN DIEGO, CA

Position in C

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$255,427

+$36,546 QoQ

Shares Held

1,825

-5.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#2,127

of 2,621 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cascade Financial Partners, LLC holds $5,522,004 across 5 Banks - Diversified names. C ranks #5 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BNY	Bank of New York Mellon Corp	19,546	$2,826,547
2	JPM	Jpmorgan Chase & Co	3,916	$1,281,824
3	BAC	Bank Of America Corp /De/	12,531	$714,016
4	WFC	Wells Fargo & Company/Mn	5,375	$444,190
5	C	Citigroup Inc This page	1,825	$255,427

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$255,427	1,825	-5.4%	Shares	Sole	2026-08-04
2026-03-31	$218,881	1,930	0.0%	Shares	Sole	2026-05-12
2025-12-31	$225,211	1,930	-4.9%	Shares	Sole	2026-02-06
2025-09-30	$206,045	2,030	—	Shares	Sole	2025-10-21
No filing history on record for this holder in this stock.