PDS Planning, Inc

Position in C — Citigroup Inc

CIK 838618 DUBLIN, OH

Position in C

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,206,175

+$311,030 QoQ

Shares Held

8,618

+9.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,250

of 2,617 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PDS Planning, Inc holds $32,411,485 across 18 Banks - Diversified names. C ranks #4 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	49,614	$16,240,150
2	BAC	Bank Of America Corp /De/	31,074	$1,770,596
3	HSBC	Hsbc Holdings PLC	17,023	$1,618,717
4	C	Citigroup Inc This page	8,618	$1,206,175
5	SMFG	Sumitomo Mitsui Financial Group, Inc.	50,641	$1,194,114
6	WFC	Wells Fargo & Company/Mn	14,211	$1,174,397
7	RY	Royal Bank Of Canada	5,618	$1,162,757
8	UBS	UBS Group AG	20,470	$1,014,493

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,206,175	8,618	+9.2%	Shares	Sole	2026-08-05
2026-03-31	$895,145	7,893	+7.9%	Shares	Sole	2026-04-22
2025-12-31	$853,937	7,318	+2.8%	Shares	Sole	2026-01-26
2025-09-30	$722,781	7,121	+0.8%	Shares	Sole	2025-10-21
2025-06-30	$601,457	7,066	+3.3%	Shares	Sole	2025-07-24
2025-03-31	$485,429	6,838	+19.4%	Shares	Sole	2025-04-24
2024-12-31	$403,264	5,729	+0.2%	Shares	Sole	2025-02-10
2024-09-30	$357,884	5,717	-4.8%	Shares	Sole	2024-10-30
2024-06-30	$381,204	6,007	+12.8%	Shares	Sole	2024-08-08
2024-03-31	$336,879	5,327	+18.5%	Shares	Sole	2024-05-01
2023-12-31	$231,274	4,496	-41.2%	Shares	Sole	2024-02-01
2023-06-30	$351,975	7,645	+13.8%	Shares	Sole	2023-07-21
2023-03-31	$315,053	6,719	—	Shares	Sole	2023-05-02
No filing history on record for this holder in this stock.