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Citigroup shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Citigroup (C) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Citigroup

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All positions including Citigroup held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Citigroup by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 101k 101.50
2025-06-30 $8.3M 98k 85.12
2025-03-31 $2.4M 34k 70.99
2024-12-31 $1.9M 27k 70.39
2024-09-30 $1.3M 22k 62.60
2024-06-30 $1.0M 16k 63.46