Matthew Goff Investment Advisor, LLC

Position in C — Citigroup Inc

CIK 935359 HOUSTON, TX

Position in C

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$2,597,097

+$483,135 QoQ

Shares Held

18,556

-0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.74%

of 13F equity value

Holder Rank

#963

of 2,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Matthew Goff Investment Advisor, LLC holds $65,359,535 across 4 Banks - Diversified names. C ranks #3 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BNY	Bank of New York Mellon Corp	248,785	$35,976,798
2	BAC	Bank Of America Corp /De/	462,000	$26,324,760
3	C	Citigroup Inc This page	18,556	$2,597,097
4	JPM	Jpmorgan Chase & Co	1,408	$460,880

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,597,097	18,556	-0.5%	Shares	Sole	2026-07-08
2026-03-31	$2,113,962	18,640	-2.7%	Shares	Sole	2026-04-17
2025-12-31	$2,236,013	19,162	-2.2%	Shares	Sole	2026-01-14
2025-09-30	$1,988,080	19,587	-0.6%	Shares	Sole	2025-10-15
2025-06-30	$1,677,715	19,710	0.0%	Shares	Sole	2025-07-11
2025-03-31	$1,399,212	19,710	-0.7%	Shares	Sole	2025-04-21
2024-12-31	$1,396,678	19,842	-0.6%	Shares	Sole	2025-01-21
2024-09-30	$1,249,308	19,957	0.0%	Shares	Sole	2024-10-17
2024-06-30	$1,266,471	19,957	-0.0%	Shares	Sole	2024-07-22
2024-03-31	$1,262,143	19,958	+0.2%	Shares	Sole	2024-04-11
2023-12-31	$1,024,170	19,910	-1.3%	Shares	Sole	2024-01-09
2023-09-30	$829,468	20,167	-1.4%	Shares	Sole	2023-10-11
2023-06-30	$941,656	20,453	-3.1%	Shares	Sole	2023-07-12
2023-03-31	$989,801	21,109	0.0%	Shares	Sole	2023-04-13
2022-12-31	$954,760	21,109	+0.5%	Shares	Sole	2023-01-11
2022-09-30	$875,445	21,009	0.0%	Shares	Sole	2022-10-13
2022-06-30	$966,203	21,009	-0.5%	Shares	Sole	2022-07-22
2022-03-31	$1,127,861	21,121	-0.8%	Shares	Sole	2022-04-19
2021-12-31	$1,286,427	21,302	0.0%	Shares	Sole	2022-01-18
2021-09-30	$1,494,974	21,302	-0.2%	Shares	Sole	2021-10-12
2021-06-30	$1,510,371	21,348	-0.1%	Shares	Sole	2021-07-22
2021-03-31	$1,553,940	21,360	+0.1%	Shares	Sole	2021-04-21
2020-12-31	$1,316,317	21,348	+0.2%	Shares	Sole	2021-01-27
2020-09-30	$918,156	21,298	-8.2%	Shares	Sole	2020-10-29
2020-06-30	$1,185,213	23,194	+0.1%	Shares	Sole	2020-07-31
2020-03-31	$975,794	23,167	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.