TCI Wealth Advisors, Inc.

Position in C — Citigroup Inc

CIK 1583751 Tucson, AZ

Position in C

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$295,595

+$56,414 QoQ

Shares Held

2,112

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#2,027

of 2,621 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

TCI Wealth Advisors, Inc. holds $5,201,062 across 5 Banks - Diversified names. C ranks #5 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	11,105	$3,634,999
2	BAC	Bank Of America Corp /De/	11,238	$640,341
3	BNY	Bank of New York Mellon Corp	2,275	$328,987
4	WFC	Wells Fargo & Company/Mn	3,644	$301,140
5	C	Citigroup Inc This page	2,112	$295,595

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$295,595	2,112	+0.1%	Shares	Sole	2026-07-29
2026-03-31	$239,181	2,109	-0.3%	Shares	Sole	2026-04-27
2025-12-31	$246,916	2,116	-3.9%	Shares	Sole	2026-02-02
2025-09-30	$223,503	2,202	-12.5%	Shares	Sole	2025-10-14
2023-03-31	$118,069	2,518	+79.9%	Shares	Sole	2023-05-03
2022-12-31	$63,322	1,400	-60.8%	Shares	Sole	2023-02-07
2022-09-30	$148,970	3,575	-3.1%	Shares	Sole	2022-11-08
2022-06-30	$169,657	3,689	+2.9%	Shares	Sole	2022-07-19
2022-03-31	$191,439	3,585	-39.4%	Shares	Sole	2022-04-29
2021-12-31	$357,206	5,915	-10.6%	Shares	Sole	2022-01-24
2021-09-30	$464,381	6,617	+2.7%	Shares	Sole	2021-10-29
2021-06-30	$455,983	6,445	+268.1%	Shares	Sole	2021-08-02
2021-03-31	$127,385	1,751	+62.4%	Shares	Sole	2021-04-29
2020-12-31	$66,469	1,078	+1.3%	Shares	Sole	2021-01-21
2020-09-30	$45,869	1,064	+34.2%	Shares	Sole	2020-10-20
2020-06-30	$40,522	793	-22.4%	Shares	Sole	2020-07-20
2020-03-31	$43,046	1,022	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.