INDEPENDENT FINANCIAL GROUP, LLC

Position in C — Citigroup Inc

CIK 275484 SAN DIEGO, CA

Position in C

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,387,857

+$709,843 QoQ

Shares Held

17,061

+15.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#993

of 2,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $26,614,552 across 9 Banks - Diversified names. C ranks #3 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	43,575	$14,263,404
2	BAC	Bank Of America Corp /De/	102,532	$5,842,273
3	C	Citigroup Inc This page	17,061	$2,387,857
4	WFC	Wells Fargo & Company/Mn	24,711	$2,042,117
5	SAN	Banco Santander, S.A.	46,320	$639,216
6	CM	Canadian Imperial Bank Of Commerce /Can/	4,085	$469,775
7	RY	Royal Bank Of Canada	1,635	$338,395
8	BNY	Bank of New York Mellon Corp	2,302	$332,892

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,387,857	17,061	+15.3%	Shares	Sole	2026-07-15
2026-03-31	$1,678,014	14,796	-27.3%	Shares	Sole	2026-05-15
2025-12-31	$2,373,591	20,341	+80.6%	Shares	Sole	2026-05-15
2025-09-30	$1,143,093	11,262	+1.4%	Shares	Sole	2026-05-15
2025-06-30	$945,427	11,107	-13.5%	Shares	Sole	2026-05-15
2025-03-31	$911,653	12,842	+10.5%	Shares	Sole	2026-05-19
2024-12-31	$818,002	11,621	-13.2%	Shares	Sole	2026-06-12
2024-09-30	$838,401	13,393	-71.6%	Shares	Sole	2026-06-12
2024-06-30	$2,987,442	47,076	+33.6%	Shares	Sole	2026-06-12
2024-03-31	$2,227,945	35,230	+14.5%	Shares	Sole	2026-06-12
2023-12-31	$1,583,117	30,776	+20.8%	Shares	Sole	2026-06-12
2023-09-30	$1,047,581	25,470	+25.2%	Shares	Sole	2026-06-12
2023-06-30	$936,591	20,343	-1.1%	Shares	Sole	2026-06-12
2023-03-31	$964,199	20,563	+14.2%	Shares	Sole	2026-06-12
2022-12-31	$814,637	18,011	+61.8%	Shares	Sole	2026-06-15
2022-09-30	$463,870	11,132	-0.4%	Shares	Sole	2026-06-15
2022-06-30	$514,214	11,181	+12.1%	Shares	Sole	2026-06-12
2022-03-31	$532,718	9,976	-17.0%	Shares	Sole	2026-06-12
2021-12-31	$726,189	12,025	+24.4%	Shares	Sole	2026-06-15
2021-09-30	$678,500	9,668	-1.1%	Shares	Sole	2026-06-15
2021-06-30	$691,652	9,776	-3.0%	Shares	Sole	2026-06-15
2021-03-31	$733,029	10,076	+18.0%	Shares	Sole	2026-06-15
2020-12-31	$526,329	8,536	-24.4%	Shares	Sole	2026-06-15
2020-09-30	$487,056	11,298	+2.6%	Shares	Sole	2026-06-15
2020-06-30	$562,559	11,009	+17.8%	Shares	Sole	2026-06-15
2020-03-31	$393,527	9,343	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.