Summit Financial Wealth Advisors, LLC

Position in C — Citigroup Inc

CIK 1632283 Lafayette, LA

Position in C

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$898,683

+$253,607 QoQ

Shares Held

6,421

+12.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#1,401

of 2,621 holders

Holding Since

Sep 2021

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Summit Financial Wealth Advisors, LLC holds $6,944,138 across 5 Banks - Diversified names. C ranks #3 (12.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	12,122	$3,967,894
2	BAC	Bank Of America Corp /De/	17,501	$997,206
3	C	Citigroup Inc This page	6,421	$898,683
4	BNY	Bank of New York Mellon Corp	5,869	$848,716
5	WFC	Wells Fargo & Company/Mn	2,803	$231,639

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$898,683	6,421	+12.9%	Shares	Sole	2026-07-15
2026-03-31	$645,076	5,688	+4.2%	Shares	Sole	2026-05-26
2025-12-31	$637,244	5,461	+0.0%	Shares	Sole	2026-01-27
2025-09-30	$554,088	5,459	+12.4%	Shares	Sole	2025-10-03
2025-06-30	$413,257	4,855	+52.6%	Shares	Sole	2025-09-29
2025-03-31	$225,890	3,182	0.0%	Shares	Sole	2025-05-14
2024-12-31	$223,980	3,182	-18.4%	Shares	Sole	2025-02-13
2021-09-30	$273,702	3,900	—	Shares	Sole	2021-11-05
No filing history on record for this holder in this stock.