AFFINITY INVESTMENT ADVISORS, LLC

Position in C — Citigroup Inc

CIK 1520601 NEWPORT BEACH, CA

Position in C

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

Position Value

$1,988,691

+$1,184,274 QoQ

Shares Held

14,209

+100.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.02%

of 13F equity value

Holder Rank

#1,061

of 2,621 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 58% Shared 0% None 42%

Financial Services · as of Jun 30, 2026

AFFINITY INVESTMENT ADVISORS, LLC holds $12,096,401 across 5 Banks - Diversified names. C ranks #3 (16.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	13,621	$4,458,561
2	BAC	Bank Of America Corp /De/	58,830	$3,352,133
3	C	Citigroup Inc This page	14,209	$1,988,691
4	WFC	Wells Fargo & Company/Mn	16,493	$1,362,981
5	BNY	Bank of New York Mellon Corp	6,459	$934,035

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,988,691	14,209	+100.3%	Shares	Sole	2026-08-05
2026-03-31	$804,417	7,093	+0.1%	Shares	Sole	2026-05-14
2025-12-31	$826,631	7,084	-11.4%	Shares	Sole	2026-02-12
2025-09-30	$811,289	7,993	-0.1%	Shares	Sole	2025-11-10
2025-06-30	$681,300	8,004	-0.1%	Shares	Sole	2025-08-14
2025-03-31	$569,055	8,016	-22.0%	Shares	Sole	2025-05-13
2024-12-31	$722,975	10,271	-19.1%	Shares	Sole	2025-02-11
2024-09-30	$794,581	12,693	-0.1%	Shares	Sole	2024-10-28
2024-06-30	$806,068	12,702	0.0%	Shares	Sole	2024-08-13
2024-03-31	$803,274	12,702	+154.7%	Shares	Sole	2024-05-03
2022-09-30	$207,808	4,987	+1.5%	Shares	Sole	2022-11-08
2022-06-30	$225,856	4,911	0.0%	Shares	Sole	2022-07-27
2022-03-31	$262,247	4,911	-3.4%	Shares	Sole	2022-05-05
2021-12-31	$306,962	5,083	+3.5%	Shares	Sole	2022-02-04
2021-09-30	$344,653	4,911	-1.1%	Shares	Sole	2021-11-08
2021-06-30	$351,415	4,967	0.0%	Shares	Sole	2021-08-09
2021-03-31	$361,349	4,967	-92.8%	Shares	Sole	2021-05-13
2020-12-31	$4,249,422	68,917	+2.5%	Shares	Sole	2021-02-12
2020-09-30	$2,897,423	67,210	+11.2%	Shares	Sole	2020-11-13
2020-06-30	$3,088,995	60,450	-20.3%	Shares	Sole	2020-08-13
2020-03-31	$3,194,928	75,853	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.