United Asset Strategies, Inc.

Position in C — Citigroup Inc

CIK 1539948 GARDEN CITY, NY

Position in C

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$9,534,635

-$5,145,835 QoQ

Shares Held

68,124

-47.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.82%

of 13F equity value

Holder Rank

#582

of 2,621 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 75% Shared 0% None 25%

Financial Services · as of Jun 30, 2026

United Asset Strategies, Inc. holds $50,053,940 across 4 Banks - Diversified names. C ranks #3 (19.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	338,928	$19,312,117
2	JPM	Jpmorgan Chase & Co	47,656	$15,599,238
3	C	Citigroup Inc This page	68,124	$9,534,635
4	WFC	Wells Fargo & Company/Mn	67,860	$5,607,950

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,534,635	68,124	-47.4%	Shares	Sole	2026-07-13
2026-03-31	$14,680,470	129,446	+0.5%	Shares	Sole	2026-04-29
2025-12-31	$15,034,106	128,838	-0.8%	Shares	Sole	2026-01-28
2025-09-30	$13,185,662	129,908	-1.2%	Shares	Sole	2025-10-23
2025-06-30	$11,192,854	131,495	+0.6%	Shares	Sole	2025-08-08
2025-03-31	$9,276,405	130,672	+538.8%	Shares	Sole	2025-05-14
2022-03-31	$1,092,350	20,456	+3.1%	Shares	Sole	2022-04-29
2021-12-31	$1,197,714	19,833	-3.9%	Shares	Sole	2022-01-31
2021-09-30	$1,448,725	20,643	+6.0%	Shares	Sole	2021-10-21
2021-06-30	$1,378,351	19,482	+4.5%	Shares	Sole	2021-07-19
2021-03-31	$1,355,769	18,636	+1.1%	Shares	Sole	2021-04-27
2020-12-31	$1,136,270	18,428	-16.3%	Shares	Sole	2021-02-05
2020-09-30	$948,721	22,007	-76.6%	Shares	Sole	2020-11-03
2020-06-30	$4,796,450	93,864	+8.5%	Shares	Sole	2020-08-03
2020-03-31	$3,645,022	86,539	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.