Walser Wealth Management Company, A Ltd Liability Co
Position in C — Citigroup Inc
CIK 2112280
TAMPA, FL
Position in C
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,488,054
+$38,448 QoQ
Shares Held
10,632
-16.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#1,175
of 2,621 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Walser Wealth Management Company, A Ltd Liability Co holds $2,723,070 across 2 Banks - Diversified names. C ranks #1 (54.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
This page
|
10,632 | $1,488,054 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
3,773 | $1,235,016 |
All Filings in C
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,488,054 | 10,632 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,449,606 | 12,782 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,357,688 | 11,635 | Shares | Sole | 2026-02-23 | |
| No filing history on record for this holder in this stock. | ||||||