DUMONT & BLAKE INVESTMENT ADVISORS LLC

Position in C — Citigroup Inc

CIK 1287618 PRINCETON, NJ

Position in C

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,026,466

+$158,993 QoQ

Shares Held

7,334

-4.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#1,328

of 2,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Financial Services · as of Jun 30, 2026

DUMONT & BLAKE INVESTMENT ADVISORS LLC holds $2,713,751 across 4 Banks - Diversified names. C ranks #1 (37.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc This page	7,334	$1,026,466
2	WFC	Wells Fargo & Company/Mn	10,884	$899,453
3	BNY	Bank of New York Mellon Corp	3,706	$535,924
4	BAC	Bank Of America Corp /De/	4,421	$251,908

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,026,466	7,334	-4.1%	Shares	Sole	2026-08-07
2026-03-31	$867,473	7,649	-8.8%	Shares	Sole	2026-04-28
2025-12-31	$978,212	8,383	+5.2%	Shares	Sole	2026-01-29
2025-09-30	$808,853	7,969	-2.5%	Shares	Sole	2025-10-17
2025-06-30	$695,600	8,172	+0.9%	Shares	Sole	2025-07-29
2025-03-31	$574,877	8,098	-1.1%	Shares	Sole	2025-04-08
2024-12-31	$576,494	8,190	+0.5%	Shares	Sole	2025-01-23
2024-09-30	$510,377	8,153	-49.2%	Shares	Sole	2024-10-23
2024-06-30	$1,017,961	16,041	+100.9%	Shares	Sole	2024-07-24
2024-03-31	$504,971	7,985	+3.0%	Shares	Sole	2024-04-17
2023-12-31	$398,660	7,750	-4.3%	Shares	Sole	2024-01-23
2023-09-30	$332,947	8,095	-1.2%	Shares	Sole	2023-10-30
2023-06-30	$377,159	8,192	+0.2%	Shares	Sole	2023-08-03
2023-03-31	$383,419	8,177	+6.2%	Shares	Sole	2023-04-14
2022-12-31	$348,361	7,702	-13.2%	Shares	Sole	2023-01-26
2022-09-30	$369,696	8,872	+1.1%	Shares	Sole	2022-10-24
2022-06-30	$403,424	8,772	-3.5%	Shares	Sole	2022-08-03
2022-03-31	$485,406	9,090	+0.9%	Shares	Sole	2022-04-27
2021-12-31	$544,234	9,012	-0.4%	Shares	Sole	2022-01-31
2021-09-30	$635,269	9,052	+3.1%	Shares	Sole	2021-11-02
2021-06-30	$620,972	8,777	+0.8%	Shares	Sole	2021-07-22
2021-03-31	$633,434	8,707	+3.5%	Shares	Sole	2021-05-03
2020-12-31	$518,745	8,413	-1.4%	Shares	Sole	2021-01-29
2020-09-30	$367,814	8,532	+7.2%	Shares	Sole	2020-10-30
2020-06-30	$406,858	7,962	+4.9%	Shares	Sole	2020-07-31
2020-03-31	$319,775	7,592	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.