AFT, FORSYTH & COMPANY, INC.

Position in C — Citigroup Inc

CIK 1512073 JUPITER, FL

Position in C

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,392,322

+$37,300 QoQ

Shares Held

9,948

-16.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#1,199

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

AFT, FORSYTH & COMPANY, INC. holds $5,247,247 across 3 Banks - Diversified names. C ranks #2 (26.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	10,868	$3,557,422
2	C	Citigroup Inc This page	9,948	$1,392,322
3	TD	Toronto Dominion Bank	2,450	$297,503

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,392,322	9,948	-16.7%	Shares	Sole	2026-08-14
2026-03-31	$1,355,022	11,948	0.0%	Shares	Sole	2026-05-14
2025-12-31	$1,394,212	11,948	+3.7%	Shares	Sole	2026-02-13
2025-09-30	$1,169,584	11,523	+25.6%	Shares	Sole	2025-11-07
2025-06-30	$780,805	9,173	-3.3%	Shares	Sole	2025-08-14
2025-03-31	$673,553	9,488	+25.5%	Shares	Sole	2025-05-12
2024-12-31	$532,359	7,563	0.0%	Shares	Sole	2025-01-29
2024-09-30	$473,443	7,563	-0.4%	Shares	Sole	2024-11-14
2024-06-30	$481,724	7,591	0.0%	Shares	Sole	2024-08-13
2024-03-31	$480,054	7,591	-6.8%	Shares	Sole	2024-04-30
2023-12-31	$418,773	8,141	-8.4%	Shares	Sole	2024-02-09
2023-09-30	$365,686	8,891	-2.2%	Shares	Sole	2023-11-07
2023-06-30	$418,549	9,091	-1.1%	Shares	Sole	2023-08-14
2023-03-31	$430,965	9,191	0.0%	Shares	Sole	2023-05-02
2022-12-31	$415,708	9,191	-4.5%	Shares	Sole	2023-02-13
2022-09-30	$400,907	9,621	-3.2%	Shares	Sole	2022-11-14
2022-06-30	$456,956	9,936	0.0%	Shares	Sole	2022-07-28
2022-03-31	$530,582	9,936	0.0%	Shares	Sole	2022-05-10
2021-12-31	$600,035	9,936	0.0%	Shares	Sole	2022-02-07
2021-09-30	$697,308	9,936	+4.7%	Shares	Sole	2021-11-08
2021-06-30	$671,134	9,486	0.0%	Shares	Sole	2021-07-15
2021-03-31	$690,106	9,486	0.0%	Shares	Sole	2021-05-04
2020-12-31	$584,906	9,486	-13.9%	Shares	Sole	2021-02-09
2020-09-30	$475,115	11,021	-2.0%	Shares	Sole	2020-11-05
2020-06-30	$574,415	11,241	-15.1%	Shares	Sole	2020-08-06
2020-03-31	$557,542	13,237	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.