William B. Walkup & Associates, Inc.

Position in C — Citigroup Inc

CIK 2034054 COLUMBIA, SC

Position in C

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$686,783

+$200,822 QoQ

Shares Held

4,907

+14.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#1,546

of 2,621 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

William B. Walkup & Associates, Inc. holds $14,787,250 across 5 Banks - Diversified names. C ranks #5 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	30,237	$9,897,477
2	BNY	Bank of New York Mellon Corp	12,369	$1,788,681
3	WFC	Wells Fargo & Company/Mn	18,842	$1,557,102
4	BAC	Bank Of America Corp /De/	15,044	$857,207
5	C	Citigroup Inc This page	4,907	$686,783

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$686,783	4,907	+14.5%	Shares	Sole	2026-07-30
2026-03-31	$485,961	4,285	-13.7%	Shares	Sole	2026-04-20
2025-12-31	$579,365	4,965	+2.9%	Shares	Sole	2026-02-17
2025-09-30	$489,737	4,825	+1.1%	Shares	Sole	2025-10-29
2025-06-30	$406,362	4,774	+11.4%	Shares	Sole	2025-08-12
2025-03-31	$304,192	4,285	+6.2%	Shares	Sole	2025-05-13
2024-12-31	$284,023	4,035	-0.0%	Shares	Sole	2025-02-14
2024-09-30	$252,716	4,037	-0.7%	Shares	Sole	2024-11-15
2024-06-30	$258,091	4,067	—	Shares	Sole	2024-08-16
No filing history on record for this holder in this stock.