BEESE FULMER INVESTMENT MANAGEMENT, INC.

Position in C — Citigroup Inc

CIK 911274 CANTON, OH

Position in C

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$469,565

+$207,135 QoQ

Shares Held

3,355

+45.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,751

of 2,621 holders

Holding Since

Jun 2020

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $33,876,050 across 4 Banks - Diversified names. C ranks #4 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	95,120	$31,135,629
2	WFC	Wells Fargo & Company/Mn	19,740	$1,631,313
3	BAC	Bank Of America Corp /De/	11,224	$639,543
4	C	Citigroup Inc This page	3,355	$469,565

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$469,565	3,355	+45.0%	Shares	Sole	2026-07-29
2026-03-31	$262,430	2,314	-2.5%	Shares	Sole	2026-04-16
2025-12-31	$276,905	2,373	+58.9%	Shares	Sole	2026-02-05
2020-06-30	$76,292	1,493	—	Shares	Sole	2020-07-17
No filing history on record for this holder in this stock.