ProVise Management Group, LLC

Position in C — Citigroup Inc

CIK 1305707 CLEARWATER, FL

Position in C

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$4,458,985

-$12,233,265 QoQ

Shares Held

31,859

-78.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#777

of 2,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

ProVise Management Group, LLC holds $84,863,298 across 5 Banks - Diversified names. C ranks #4 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	104,741	$34,284,871
2	WFC	Wells Fargo & Company/Mn	344,567	$28,475,016
3	BNY	Bank of New York Mellon Corp	94,228	$13,626,311
4	C	Citigroup Inc This page	31,859	$4,458,985
5	BAC	Bank Of America Corp /De/	70,518	$4,018,115

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,458,985	31,859	-78.4%	Shares	Sole	2026-08-03
2026-03-31	$16,692,250	147,185	-17.2%	Shares	Sole	2026-05-07
2025-12-31	$20,732,078	177,668	-5.7%	Shares	Sole	2026-01-29
2025-09-30	$19,116,002	188,335	-5.2%	Shares	Sole	2025-11-13
2025-06-30	$16,904,065	198,591	+2.8%	Shares	Sole	2025-08-08
2025-03-31	$13,719,598	193,261	+1.9%	Shares	Sole	2025-05-08
2024-12-31	$13,351,504	189,679	+0.5%	Shares	Sole	2025-02-11
2024-09-30	$11,814,247	188,726	+5.5%	Shares	Sole	2024-11-12
2024-06-30	$11,354,199	178,919	+4.4%	Shares	Sole	2024-08-12
2024-03-31	$10,837,185	171,366	+3.7%	Shares	Sole	2024-05-09
2023-12-31	$8,499,791	165,237	-8.9%	Shares	Sole	2024-02-09
2023-09-30	$7,462,627	181,440	+5.8%	Shares	Sole	2023-11-08
2023-06-30	$7,898,023	171,547	+18.2%	Shares	Sole	2023-08-24
2023-03-31	$6,803,785	145,101	+8.4%	Shares	Sole	2023-05-08
2022-12-31	$6,052,633	133,819	-17.7%	Shares	Sole	2023-02-10
2022-09-30	$6,773,000	162,539	-10.1%	Shares	Sole	2022-11-09
2022-06-30	$8,312,232	180,740	+0.9%	Shares	Sole	2022-08-08
2022-03-31	$9,562,765	179,078	+16.1%	Shares	Sole	2022-04-27
2021-12-31	$9,317,452	154,288	-2.7%	Shares	Sole	2022-01-18
2021-09-30	$11,122,687	158,488	+2.5%	Shares	Sole	2021-10-20
2021-06-30	$10,939,082	154,616	+6.0%	Shares	Sole	2021-08-06
2021-03-31	$10,612,042	145,870	+8.6%	Shares	Sole	2021-04-22
2020-12-31	$8,284,205	134,353	-4.7%	Shares	Sole	2021-01-19
2020-09-30	$6,076,871	140,962	+2.8%	Shares	Sole	2020-10-26
2020-06-30	$7,004,225	137,069	+11.0%	Shares	Sole	2020-08-07
2020-03-31	$5,202,915	123,526	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.