Position in C
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$473,064
+$39,271 QoQ
Shares Held
3,380
-11.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#1,744
of 2,621 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Sagace Wealth Management LLC holds $473,064 across 1 Banks - Diversified name. C ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
This page
|
3,380 | $473,064 |
All Filings in C
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $473,064 | 3,380 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $433,793 | 3,825 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $446,339 | 3,825 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $386,410 | 3,807 | Shares | Sole | 2025-10-15 | |
| No filing history on record for this holder in this stock. | ||||||