GWN SECURITIES INC.

Broker-Dealer

Position in C — Citigroup Inc

CIK 1265905 Palm Beach Gardens, FL

Position in C

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$777,197

+$104,223 QoQ

Shares Held

5,553

-6.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#1,474

of 2,617 holders

Holding Since

Mar 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

GWN SECURITIES INC. holds $4,714,198 across 4 Banks - Diversified names. C ranks #3 (16.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	7,361	$2,409,476
2	BAC	Bank Of America Corp /De/	14,397	$820,341
3	C	Citigroup Inc This page	5,553	$777,197
4	HSBC	Hsbc Holdings PLC	7,437	$707,184

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$777,197	5,553	-6.4%	Shares	Sole	2026-08-05
2026-03-31	$672,974	5,934	-20.9%	Shares	Sole	2026-05-15
2025-03-31	$532,708	7,504	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.