IFP Advisors, Inc

Position in C — Citigroup Inc

CIK 1641866 TAMPA, FL

Position in C

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$3,955,129

+$640,155 QoQ

Shares Held

28,259

-3.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#819

of 2,617 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

IFP Advisors, Inc holds $44,923,245 across 19 Banks - Diversified names. C ranks #4 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	70,542	$23,090,512
2	BAC	Bank Of America Corp /De/	172,020	$9,801,699
3	WFC	Wells Fargo & Company/Mn	73,059	$6,037,595
4	C	Citigroup Inc This page	28,259	$3,955,129
5	BNY	Bank of New York Mellon Corp	5,080	$734,618
6	BCS	Barclays PLC	9,196	$247,004
7	RY	Royal Bank Of Canada	1,146	$237,187
8	UBS	UBS Group AG	3,040	$150,662

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,955,129	28,259	-3.3%	Shares	Sole	2026-07-20
2026-03-31	$3,314,974	29,230	+4.8%	Shares	Sole	2026-04-13
2025-12-31	$3,255,884	27,902	+134.6%	Shares	Sole	2026-02-06
2025-09-30	$1,207,038	11,892	-17.1%	Shares	Sole	2026-02-06
2025-06-30	$1,220,365	14,337	-20.3%	Shares	Sole	2025-07-24
2025-03-31	$1,277,323	17,993	-65.8%	Shares	Sole	2025-05-05
2024-12-31	$3,697,938	52,535	+6.8%	Shares	Sole	2025-02-04
2024-09-30	$3,080,671	49,212	+19.0%	Shares	Sole	2025-02-04
2024-06-30	$2,624,769	41,361	+97.6%	Shares	Sole	2024-07-30
2024-03-31	$1,323,486	20,928	+30.3%	Shares	Sole	2024-07-30
2023-12-31	$826,177	16,061	-34.5%	Shares	Sole	2024-01-09
2023-09-30	$1,008,548	24,521	-3.3%	Shares	Sole	2023-10-12
2023-06-30	$1,166,883	25,345	+20.7%	Shares	Sole	2023-08-04
2023-03-31	$984,690	21,000	-35.6%	Shares	Sole	2023-04-18
2022-12-31	$1,713	32,621	-37.0%	Shares	Sole	2023-02-07
2022-09-30	$2,158,672	51,804	+82128.6%	Shares	Sole	2022-11-08
2022-06-30	$2,897	63	-99.8%	Shares	Sole	2022-08-12
2022-03-31	$1,852,285	34,687	+379.8%	Shares	Sole	2022-08-08
2021-12-31	$436,619	7,230	-34.3%	Shares	Sole	2022-01-12
2021-09-30	$772,541	11,008	-4.9%	Shares	Sole	2021-10-06
2021-06-30	$818,931	11,575	-9.1%	Shares	Sole	2021-07-13
2021-03-31	$926,835	12,740	-1.5%	Shares	Sole	2021-04-30
2020-12-31	$797,140	12,928	+17.9%	Shares	Sole	2021-01-25
2020-09-30	$472,873	10,969	-0.2%	Shares	Sole	2020-10-29
2020-06-30	$561,384	10,986	+12.4%	Shares	Sole	2020-08-05
2020-03-31	$411,807	9,777	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.