CALTON & ASSOCIATES, INC.

Position in C — Citigroup Inc

CIK 822648 Tampa, FL

Position in C

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$300,074

-$170,123 QoQ

Shares Held

2,144

-48.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#2,016

of 2,621 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CALTON & ASSOCIATES, INC. holds $4,449,375 across 4 Banks - Diversified names. C ranks #4 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	9,436	$3,088,685
2	BAC	Bank Of America Corp /De/	12,423	$707,862
3	TD	Toronto Dominion Bank	2,905	$352,754
4	C	Citigroup Inc This page	2,144	$300,074

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$300,074	2,144	-48.3%	Shares	Sole	2026-08-10
2026-03-31	$470,197	4,146	+0.5%	Shares	Sole	2026-05-13
2025-09-30	$418,687	4,125	-28.2%	Shares	Sole	2025-11-07
2025-06-30	$489,354	5,749	+5.7%	Shares	Sole	2025-08-12
2025-03-31	$386,185	5,440	+17.2%	Shares	Sole	2025-05-15
2024-12-31	$326,750	4,642	-3.1%	Shares	Sole	2025-01-23
2024-09-30	$299,791	4,789	-20.1%	Shares	Sole	2024-10-21
2024-06-30	$380,252	5,992	-9.4%	Shares	Sole	2024-07-19
2024-03-31	$418,395	6,616	-7.3%	Shares	Sole	2024-04-16
2023-12-31	$367,230	7,139	+3.6%	Shares	Sole	2024-02-07
2023-06-30	$317,169	6,889	-6.4%	Shares	Sole	2023-07-24
2023-03-31	$345,110	7,360	-5.5%	Shares	Sole	2023-04-19
2022-12-31	$352,341	7,790	+72.2%	Shares	Sole	2023-01-18
2022-03-31	$241,581	4,524	-1.5%	Shares	Sole	2022-04-26
2021-12-31	$277,310	4,592	-16.3%	Shares	Sole	2022-01-13
2021-09-30	$384,937	5,485	+27.8%	Shares	Sole	2021-11-05
2021-06-30	$303,659	4,292	+12.9%	Shares	Sole	2021-08-11
2021-03-31	$276,595	3,802	-9.5%	Shares	Sole	2021-05-03
2020-12-31	$259,095	4,202	-0.1%	Shares	Sole	2021-01-25
2020-06-30	$214,926	4,206	-11.5%	Shares	Sole	2020-08-10
2020-03-31	$200,154	4,752	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.