ROTHSCHILD INVESTMENT LLC

Position in C — Citigroup Inc

CIK 85338 CHICAGO, IL

Position in C

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$2,813,615

+$2,093,349 QoQ

Shares Held

20,103

+216.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#924

of 2,617 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ROTHSCHILD INVESTMENT LLC holds $73,619,644 across 17 Banks - Diversified names. C ranks #5 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	159,525	$52,217,318
2	BAC	Bank Of America Corp /De/	142,407	$8,114,350
3	WFC	Wells Fargo & Company/Mn	67,238	$5,556,548
4	BNY	Bank of New York Mellon Corp	23,287	$3,367,533
5	C	Citigroup Inc This page	20,103	$2,813,615
6	RY	Royal Bank Of Canada	1,250	$258,712
7	UBS	UBS Group AG	3,814	$189,021
8	BCS	Barclays PLC	6,626	$177,974

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,813,615	20,103	+216.5%	Shares	Sole	2026-08-06
2026-03-31	$720,266	6,351	+43.3%	Shares	Sole	2026-05-07
2025-12-31	$517,170	4,432	+28.2%	Shares	Sole	2026-02-10
2025-09-30	$350,885	3,457	+13.9%	Shares	Sole	2025-11-07
2025-06-30	$258,254	3,034	-7.2%	Shares	Sole	2025-08-11
2025-03-31	$232,137	3,270	-1.6%	Shares	Sole	2025-04-08
2024-12-31	$233,976	3,324	+3.3%	Shares	Sole	2025-02-04
2024-09-30	$201,509	3,219	-2.5%	Shares	Sole	2024-10-18
2024-06-30	$209,418	3,300	+16.6%	Shares	Sole	2024-07-31
2024-03-31	$179,032	2,831	+10.0%	Shares	Sole	2024-07-31
2023-12-31	$132,406	2,574	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.