KERR FINANCIAL PLANNING Corp

Position in C — Citigroup Inc

CIK 2095947 FRESNO, CA

Position in C

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$303,573

+$58,381 QoQ

Shares Held

2,169

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#2,007

of 2,621 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

KERR FINANCIAL PLANNING Corp holds $1,544,943 across 4 Banks - Diversified names. C ranks #3 (19.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	2,476	$810,469
2	WFC	Wells Fargo & Company/Mn	3,718	$307,255
3	C	Citigroup Inc This page	2,169	$303,573
4	BAC	Bank Of America Corp /De/	2,170	$123,646

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$303,573	2,169	+0.3%	Shares	Sole	2026-07-02
2026-03-31	$245,192	2,162	+12.4%	Shares	Sole	2026-04-29
2025-12-31	$224,394	1,923	+0.4%	Shares	Sole	2026-02-10
2025-09-30	$194,372	1,915	—	Shares	Sole	2025-11-25
No filing history on record for this holder in this stock.