BURNEY CO/

Position in C — Citigroup Inc

CIK 940445 RESTON, VA

Position in C

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$22,634,051

+$16,171,723 QoQ

Shares Held

161,718

+183.8% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.95%

of 13F equity value

Holder Rank

#395

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

BURNEY CO/ holds $58,941,563 across 7 Banks - Diversified names. C ranks #1 (38.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc This page	161,718	$22,634,051
2	JPM	Jpmorgan Chase & Co	52,628	$17,226,722
3	BNY	Bank of New York Mellon Corp	82,542	$11,936,398
4	WFC	Wells Fargo & Company/Mn	54,481	$4,502,309
5	TD	Toronto Dominion Bank	8,070	$979,940
6	RY	Royal Bank Of Canada	4,339	$898,042
7	BAC	Bank Of America Corp /De/	13,410	$764,101

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,634,051	161,718	+183.8%	Shares	Sole	2026-07-15
2026-03-31	$6,462,328	56,982	-13.9%	Shares	Sole	2026-04-29
2025-12-31	$7,722,427	66,179	+1.8%	Shares	Sole	2026-01-23
2025-09-30	$6,595,165	64,977	-1.0%	Shares	Sole	2025-10-16
2025-06-30	$5,584,297	65,605	-3.3%	Shares	Sole	2025-08-05
2025-03-31	$4,815,606	67,835	+0.7%	Shares	Sole	2025-05-06
2024-12-31	$4,742,455	67,374	-0.8%	Shares	Sole	2025-01-14
2024-09-30	$4,251,103	67,909	-31.6%	Shares	Sole	2024-10-18
2024-06-30	$6,298,912	99,258	-5.5%	Shares	Sole	2024-07-29
2024-03-31	$6,645,448	105,083	-39.1%	Shares	Sole	2024-05-22
2023-12-31	$8,873,142	172,495	-23.7%	Shares	Sole	2024-02-12
2023-09-30	$9,301,672	226,153	+3.1%	Shares	Sole	2023-11-08
2023-06-30	$10,096,756	219,304	+96.0%	Shares	Sole	2023-08-09
2023-03-31	$5,246,897	111,898	+2.2%	Shares	Sole	2023-05-10
2022-12-31	$4,953,725	109,523	-1.9%	Shares	Sole	2023-02-06
2022-09-30	$4,651,830	111,635	+388.2%	Shares	Sole	2022-11-15
2022-06-30	$1,051,561	22,865	-6.4%	Shares	Sole	2022-08-12
2022-03-31	$1,304,775	24,434	-57.4%	Shares	Sole	2022-05-09
2021-12-31	$3,460,407	57,301	+47.3%	Shares	Sole	2022-02-11
2021-09-30	$2,730,773	38,911	-32.2%	Shares	Sole	2021-11-12
2021-06-30	$4,061,545	57,407	+39.5%	Shares	Sole	2021-08-06
2021-03-31	$2,994,753	41,165	-4.7%	Shares	Sole	2021-05-13
2020-12-31	$2,662,047	43,173	-11.3%	Shares	Sole	2021-02-11
2020-09-30	$2,097,215	48,648	+24.6%	Shares	Sole	2020-12-14
2020-06-30	$1,995,710	39,055	-23.1%	Shares	Sole	2020-08-13
2020-03-31	$2,140,496	50,819	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.