COMMONWEALTH EQUITY SERVICES, LLC

Position in C — Citigroup Inc

CIK 312272 WALTHAM, MA

Position in C

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$39,801,919

-$2,477,435 QoQ

Shares Held

350,956

-3.1% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Financial Services · as of Mar 31, 2026

COMMONWEALTH EQUITY SERVICES, LLC holds $697,751,323 across 19 Banks - Diversified names. C ranks #4 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	1,412,005	$415,355,390
2	BAC	Bank Of America Corp /De/	2,624,172	$127,928,385
3	WFC	Wells Fargo & Company/Mn	674,967	$53,734,122
4	C	Citigroup Inc This page	350,956	$39,801,919
5	BNY	Bank of New York Mellon Corp	162,439	$19,270,138
6	RY	Royal Bank Of Canada	82,351	$13,322,744
7	TD	Toronto Dominion Bank	85,682	$7,994,987
8	BMO	Bank Of Montreal /Can/	35,745	$4,837,728

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$39,801,919	350,956	-3.1%	Shares	Sole	2026-04-27
2025-12-31	$42,279,354	362,322	-1.4%	Shares	Sole	2026-02-12
2025-09-30	$37,280,544	367,296	-3.6%	Shares	Sole	2025-10-22
2025-06-30	$32,433,358	381,031	-2.5%	Shares	Sole	2025-08-06
2025-03-31	$27,747,648	390,867	+5.5%	Shares	Sole	2025-05-09
2024-12-31	$26,081,254	370,525	-1.8%	Shares	Sole	2025-02-10
2024-09-30	$23,629,997	377,476	-4.9%	Shares	Sole	2024-10-18
2024-06-30	$25,178,008	396,754	+0.7%	Shares	Sole	2024-07-31
2024-03-31	$24,909,224	393,884	+3.3%	Shares	Sole	2024-04-29
2023-12-31	$19,618,958	381,395	+1.2%	Shares	Sole	2024-02-06
2023-09-30	$15,493,383	376,693	-17.6%	Shares	Sole	2023-10-23
2023-06-30	$21,041,845	457,034	-1.5%	Shares	Sole	2023-08-10
2023-03-31	$21,761,742	464,102	+3.3%	Shares	Sole	2023-05-11
2022-12-31	$20,323,557	449,338	-5.4%	Shares	Sole	2023-02-07
2022-09-30	$19,800,958	475,185	+1.9%	Shares	Sole	2022-11-14
2022-06-30	$21,446,608	466,332	-2.2%	Shares	Sole	2022-07-19
2022-03-31	$25,450,279	476,597	+7.5%	Shares	Sole	2022-05-04
2021-12-31	$26,763,096	443,171	+2.4%	Shares	Sole	2022-01-31
2021-09-30	$30,373,693	432,797	+1.7%	Shares	Sole	2021-10-29
2021-06-30	$30,099,172	425,430	+6.3%	Shares	Sole	2021-08-11
2021-03-31	$29,112,440	400,171	+3.2%	Shares	Sole	2021-05-04
2020-12-31	$23,913,289	387,825	+0.6%	Shares	Sole	2021-02-11
2020-09-30	$16,619,982	385,525	+6.7%	Shares	Sole	2020-11-05
2020-06-30	$18,467,080	361,391	+11.7%	Shares	Sole	2020-08-12
2020-03-31	$13,624,556	323,470	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.