Ponta Wealth Partners, LLC

Position in C — Citigroup Inc

CIK 2107740 WINTER PARK, FL

Position in C

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$744,447

+$344,677 QoQ

Shares Held

5,319

+50.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#1,502

of 2,621 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ponta Wealth Partners, LLC holds $6,288,002 across 5 Banks - Diversified names. C ranks #4 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	11,487	$3,760,039
2	BAC	Bank Of America Corp /De/	14,008	$798,175
3	WFC	Wells Fargo & Company/Mn	9,239	$763,510
4	C	Citigroup Inc This page	5,319	$744,447
5	BNY	Bank of New York Mellon Corp	1,534	$221,831

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$744,447	5,319	+50.9%	Shares	Sole	2026-08-12
2026-03-31	$399,770	3,525	+14.9%	Shares	Sole	2026-05-11
2025-12-31	$358,121	3,069	—	Shares	Sole	2026-02-03
No filing history on record for this holder in this stock.