MONEY CONCEPTS CAPITAL CORP

Position in C — Citigroup Inc

CIK 716851 PALM BEACH GARDENS, FL

Position in C

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$334,644

+$26,056 QoQ

Shares Held

2,391

-12.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,944

of 2,621 holders

Holding Since

Mar 2021

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MONEY CONCEPTS CAPITAL CORP holds $5,080,904 across 4 Banks - Diversified names. C ranks #4 (6.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	11,334	$3,709,958
2	BNY	Bank of New York Mellon Corp	4,198	$607,072
3	BAC	Bank Of America Corp /De/	7,533	$429,230
4	C	Citigroup Inc This page	2,391	$334,644

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$334,644	2,391	-12.1%	Shares	Sole	2026-08-04
2026-03-31	$308,588	2,721	+7.5%	Shares	Sole	2026-04-30
2025-12-31	$295,225	2,530	+5.7%	Shares	Sole	2026-02-04
2025-09-30	$242,991	2,394	-68.3%	Shares	Sole	2025-11-04
2022-12-31	$341,124	7,542	+2916.8%	Shares	Sole	2023-02-14
2022-09-30	$10,417	250	+64.5%	Shares	Sole	2022-10-27
2022-06-30	$6,990	152	-95.6%	Shares	Sole	2022-07-18
2022-03-31	$183,375	3,434	+451.2%	Shares	Sole	2022-05-13
2021-03-31	$45,323	623	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.