Northwest & Ethical Investments L.P.

Position in C — Citigroup Inc

CIK 2033536 TORONTO, A6

Position in C

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

Position Value

$5,025,963

-$2,178,974 QoQ

Shares Held

35,910

-43.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#749

of 2,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Northwest & Ethical Investments L.P. holds $325,562,537 across 9 Banks - Diversified names. C ranks #8 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RY	Royal Bank Of Canada	464,627	$96,163,850
2	TD	Toronto Dominion Bank	620,742	$75,376,701
3	BAC	Bank Of America Corp /De/	598,398	$34,096,718
4	JPM	Jpmorgan Chase & Co	99,488	$32,565,407
5	BMO	Bank Of Montreal /Can/	163,965	$28,972,615
6	BNS	Bank Of Nova Scotia	326,993	$28,396,072
7	CM	Canadian Imperial Bank Of Commerce /Can/	210,159	$24,168,285
8	C	Citigroup Inc This page	35,910	$5,025,963

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,025,963	35,910	-43.5%	Shares	Sole	2026-08-13
2026-03-31	$7,204,937	63,530	-13.4%	Shares	Sole	2026-05-14
2025-12-31	$8,564,695	73,397	-1.7%	Shares	Sole	2026-02-17
2025-09-30	$7,578,599	74,666	+58.1%	Shares	Sole	2025-11-12
2025-06-30	$4,019,366	47,220	+4.9%	Shares	Sole	2025-08-13
2025-03-31	$3,195,969	45,020	-29.3%	Shares	Sole	2025-05-13
2024-12-31	$4,485,250	63,720	-1.5%	Shares	Sole	2025-02-11
2024-09-30	$4,051,472	64,720	-7.3%	Shares	Sole	2024-11-14
2024-06-30	$4,428,429	69,783	-2.7%	Shares	Sole	2024-08-14
2024-03-31	$4,533,232	71,683	+8.2%	Shares	Sole	2025-07-09
2023-12-31	$3,408,723	66,266	-23.6%	Shares	Sole	2025-07-09
2023-09-30	$3,567,204	86,730	-3.4%	Shares	Sole	2025-07-09
2023-06-30	$4,133,471	89,780	-0.6%	Shares	Sole	2025-07-09
2023-03-31	$4,235,433	90,327	-5.7%	Shares	Sole	2025-07-09
2022-12-31	$4,331,677	95,770	-8.4%	Shares	Sole	2025-07-09
2022-09-30	$4,355,390	104,521	-5.1%	Shares	Sole	2025-07-09
2022-06-30	$5,067,914	110,196	+1.6%	Shares	Sole	2025-07-09
2022-03-31	$5,793,846	108,499	-11.3%	Shares	Sole	2025-07-09
2021-12-31	$7,384,911	122,287	-0.4%	Shares	Sole	2025-07-09
2021-09-30	$8,614,945	122,755	-2.3%	Shares	Sole	2025-07-09
2021-06-30	$8,888,110	125,627	-17.6%	Shares	Sole	2025-07-09
2021-03-31	$11,089,064	152,427	-14.1%	Shares	Sole	2025-07-09
2020-12-31	$10,945,143	177,508	+32.4%	Shares	Sole	2025-07-08
2020-09-30	$5,779,671	134,068	+7.1%	Shares	Sole	2025-07-08
2020-06-30	$6,398,690	125,219	0.0%	Shares	Sole	2025-07-08
2020-03-31	$5,274,224	125,219	—	Shares	Sole	2025-07-08
No filing history on record for this holder in this stock.