Forvis Mazars Wealth Advisors, LLC

Position in C — Citigroup Inc

CIK 1352864 Springfield, MO

Position in C

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$434,995

+$107,581 QoQ

Shares Held

3,108

+7.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,796

of 2,621 holders

Holding Since

Mar 2020

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Forvis Mazars Wealth Advisors, LLC holds $31,824,030 across 4 Banks - Diversified names. C ranks #4 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	65,662	$21,493,142
2	BAC	Bank Of America Corp /De/	157,908	$8,997,597
3	WFC	Wells Fargo & Company/Mn	10,870	$898,296
4	C	Citigroup Inc This page	3,108	$434,995

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$434,995	3,108	+7.7%	Shares	Sole	2026-08-10
2026-03-31	$327,414	2,887	-1.8%	Shares	Sole	2026-05-01
2025-12-31	$342,951	2,939	+22.7%	Shares	Sole	2026-02-10
2025-09-30	$243,194	2,396	+1.5%	Shares	Sole	2025-10-30
2025-06-30	$200,883	2,360	-50.9%	Shares	Sole	2025-07-29
2020-12-31	$296,276	4,805	-99.0%	Shares	Sole	2021-01-22
2020-09-30	$867,000	463,080	+6505.0%	Shares	Sole	2020-11-05
2020-06-30	$358,262	7,011	-18.8%	Shares	Sole	2020-07-15
2020-03-31	$363,453	8,629	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.