Winch Advisory Services, LLC

Position in C — Citigroup Inc

CIK 1585822 Appleton, WI

Position in C

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$4,889,922

+$789,584 QoQ

Shares Held

34,938

-3.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.63%

of 13F equity value

Holder Rank

#755

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

Winch Advisory Services, LLC holds $13,066,794 across 11 Banks - Diversified names. C ranks #2 (37.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	23,603	$7,725,969
2	C	Citigroup Inc This page	34,938	$4,889,922
3	WFC	Wells Fargo & Company/Mn	2,826	$233,540
4	BAC	Bank Of America Corp /De/	1,829	$104,216
5	BMO	Bank Of Montreal /Can/	350	$61,845
6	UBS	UBS Group AG	303	$15,016
7	ING	Ing Groep NV	341	$10,700
8	SAN	Banco Santander, S.A.	541	$7,465

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,889,922	34,938	-3.4%	Shares	Sole	2026-08-06
2026-03-31	$4,100,338	36,155	-2.1%	Shares	Sole	2026-04-30
2025-12-31	$4,308,778	36,925	-1.2%	Shares	Sole	2026-02-03
2025-09-30	$3,791,837	37,358	-0.0%	Shares	Sole	2025-11-12
2025-06-30	$3,181,104	37,372	+0.6%	Shares	Sole	2025-08-07
2025-03-31	$2,637,065	37,147	-0.3%	Shares	Sole	2025-05-06
2024-12-31	$2,623,576	37,272	-0.2%	Shares	Sole	2025-01-14
2024-09-30	$2,337,233	37,336	-1.0%	Shares	Sole	2024-10-21
2024-06-30	$2,392,124	37,695	+1.6%	Shares	Sole	2024-07-31
2024-03-31	$2,346,140	37,099	+0.2%	Shares	Sole	2024-05-14
2023-12-31	$1,903,640	37,007	+2.6%	Shares	Sole	2024-01-18
2023-09-30	$1,483,188	36,061	+0.8%	Shares	Sole	2023-11-06
2023-06-30	$1,646,942	35,772	+2.4%	Shares	Sole	2023-08-08
2023-03-31	$1,637,633	34,925	+2.1%	Shares	Sole	2023-05-10
2022-12-31	$1,546,594	34,194	-4.3%	Shares	Sole	2023-01-26
2022-09-30	$1,489,369	35,742	-3.3%	Shares	Sole	2022-10-31
2022-06-30	$1,700,434	36,974	+2.0%	Shares	Sole	2022-08-12
2022-03-31	$1,936,337	36,261	-3.1%	Shares	Sole	2022-04-26
2021-12-31	$2,258,706	37,402	+4.1%	Shares	Sole	2022-02-04
2021-09-30	$2,521,918	35,935	-0.7%	Shares	Sole	2021-11-10
2021-06-30	$2,560,584	36,192	+4.7%	Shares	Sole	2021-08-05
2021-03-31	$2,514,094	34,558	+5.0%	Shares	Sole	2021-05-03
2020-12-31	$2,029,908	32,921	+1.1%	Shares	Sole	2021-02-09
2020-09-30	$1,403,790	32,563	+6.1%	Shares	Sole	2020-11-04
2020-06-30	$1,568,207	30,689	+153345.0%	Shares	Sole	2020-08-12
2020-03-31	$842	20	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.