Meramec Financial Planners, LLC

Position in C — Citigroup Inc

CIK 2100778 SAINT LOUIS, MO

Position in C

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$327,366

+$42,367 QoQ

Shares Held

2,339

-6.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.58%

of 13F equity value

Holder Rank

#1,953

of 2,621 holders

Holding Since

Dec 2025

3 quarters on record

Financial Services · as of Jun 30, 2026

Meramec Financial Planners, LLC holds $1,777,963 across 4 Banks - Diversified names. C ranks #2 (18.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	3,288	$1,076,261
2	C	Citigroup Inc This page	2,339	$327,366
3	BAC	Bank Of America Corp /De/	5,661	$322,563
4	BMO	Bank Of Montreal /Can/	293	$51,773

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$327,366	2,339	-6.9%	Shares	Sole	2026-07-29
2026-03-31	$284,999	2,513	-0.4%	Shares	Sole	2026-04-27
2025-12-31	$294,292	2,522	—	Shares	Sole	2026-02-10
No filing history on record for this holder in this stock.