Joel Isaacson & Co., LLC

Position in C — Citigroup Inc

CIK 1599330 NEW YORK, NY

Position in C

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,063,556

+$190,526 QoQ

Shares Held

7,599

-1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,306

of 2,621 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Joel Isaacson & Co., LLC holds $35,452,874 across 5 Banks - Diversified names. C ranks #5 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	61,713	$20,200,516
2	BNY	Bank of New York Mellon Corp	38,835	$5,615,929
3	WFC	Wells Fargo & Company/Mn	58,015	$4,794,359
4	BAC	Bank Of America Corp /De/	66,313	$3,778,514
5	C	Citigroup Inc This page	7,599	$1,063,556

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,063,556	7,599	-1.3%	Shares	Sole	2026-08-04
2026-03-31	$873,030	7,698	+5.3%	Shares	Sole	2026-04-23
2025-12-31	$852,887	7,309	-3.1%	Shares	Sole	2026-01-30
2025-09-30	$765,716	7,544	+26.9%	Shares	Sole	2025-10-30
2025-06-30	$506,208	5,947	+7.7%	Shares	Sole	2025-07-23
2025-03-31	$391,935	5,521	+53.0%	Shares	Sole	2025-04-25
2024-12-31	$254,037	3,609	+11.6%	Shares	Sole	2025-01-28
2024-09-30	$202,448	3,234	-12.9%	Shares	Sole	2024-10-23
2024-06-30	$235,626	3,713	+3.7%	Shares	Sole	2024-07-24
2024-03-31	$226,525	3,582	-15.4%	Shares	Sole	2024-04-30
2021-09-30	$297,001	4,232	+7.2%	Shares	Sole	2021-10-21
2021-06-30	$279,250	3,947	+29.8%	Shares	Sole	2021-07-20
2021-03-31	$221,232	3,041	-57.5%	Shares	Sole	2021-04-23
2020-09-30	$308,236	7,150	-0.7%	Shares	Sole	2020-10-14
2020-06-30	$367,868	7,199	+13.5%	Shares	Sole	2020-07-21
2020-03-31	$267,082	6,341	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.