JFS WEALTH ADVISORS, LLC

Position in C — Citigroup Inc

CIK 1568068 HERMITAGE, PA

Position in C

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

Position Value

$629,260

+$125,834 QoQ

Shares Held

4,496

+1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,591

of 2,617 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

JFS WEALTH ADVISORS, LLC holds $7,289,559 across 18 Banks - Diversified names. C ranks #5 (8.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	7,044	$2,305,712
2	UBS	UBS Group AG	23,592	$1,169,219
3	BAC	Bank Of America Corp /De/	16,962	$966,494
4	BNY	Bank of New York Mellon Corp	4,719	$682,414
5	C	Citigroup Inc This page	4,496	$629,260
6	WFC	Wells Fargo & Company/Mn	6,059	$500,715
7	TD	Toronto Dominion Bank	3,417	$414,926
8	HSBC	Hsbc Holdings PLC	1,423	$135,313

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$629,260	4,496	+1.3%	Shares	Sole	2026-07-10
2026-03-31	$503,426	4,439	-0.6%	Shares	Sole	2026-04-21
2025-12-31	$521,370	4,468	-10.2%	Shares	Sole	2026-01-14
2025-09-30	$505,267	4,978	+13.8%	Shares	Sole	2025-11-10
2025-06-30	$372,314	4,374	-10.9%	Shares	Sole	2025-07-24
2025-03-31	$348,560	4,910	+7.6%	Shares	Sole	2025-04-22
2024-12-31	$321,119	4,562	+12.4%	Shares	Sole	2025-01-31
2024-09-30	$254,156	4,060	+75.8%	Shares	Sole	2024-10-25
2024-06-30	$146,529	2,309	+2.0%	Shares	Sole	2024-07-15
2024-03-31	$143,175	2,264	+4.3%	Shares	Sole	2024-04-30
2023-12-31	$111,624	2,170	+0.3%	Shares	Sole	2024-02-07
2023-09-30	$89,005	2,164	-6.7%	Shares	Sole	2023-11-02
2023-06-30	$106,766	2,319	-0.7%	Shares	Sole	2023-08-07
2023-03-31	$109,535	2,336	-7.4%	Shares	Sole	2023-04-19
2022-12-31	$114,115	2,523	-2.7%	Shares	Sole	2023-02-13
2022-09-30	$108,008	2,592	+36.6%	Shares	Sole	2022-10-21
2022-06-30	$87,289	1,898	-12.1%	Shares	Sole	2022-08-02
2022-03-31	$115,344	2,160	+12.7%	Shares	Sole	2022-05-02
2021-12-31	$115,707	1,916	+13.6%	Shares	Sole	2022-02-03
2021-09-30	$118,323	1,686	+35.0%	Shares	Sole	2021-11-09
2021-06-30	$88,366	1,249	-5.9%	Shares	Sole	2021-08-04
2021-03-31	$96,612	1,328	-12.9%	Shares	Sole	2021-04-28
2020-12-31	$93,969	1,524	+15.5%	Shares	Sole	2021-02-01
2020-09-30	$56,905	1,320	0.0%	Shares	Sole	2020-10-28
2020-06-30	$67,452	1,320	+3.4%	Shares	Sole	2020-08-05
2020-03-31	$53,787	1,277	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.