Phoenix Financial Ltd.

Position in C — Citigroup Inc

CIK 1679543 Givatayim, L3

Position in C

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$8,370,727

+$1,625,895 QoQ

Shares Held

59,808

+0.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#617

of 2,621 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Phoenix Financial Ltd. holds $138,106,726 across 4 Banks - Diversified names. C ranks #3 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WFC	Wells Fargo & Company/Mn	1,311,131	$108,351,865
2	JPM	Jpmorgan Chase & Co	46,994	$15,382,545
3	C	Citigroup Inc This page	59,808	$8,370,727
4	BAC	Bank Of America Corp /De/	105,328	$6,001,589

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,370,727	59,808	+0.6%	Shares	Sole	2026-08-11
2026-03-31	$6,744,832	59,473	-18.9%	Shares	Sole	2026-05-11
2025-12-31	$8,552,560	73,293	-31.2%	Shares	Sole	2026-02-05
2025-09-30	$10,805,588	106,459	-3.0%	Shares	Sole	2025-11-13
2025-06-30	$9,346,601	109,805	-91.0%	Shares	Sole	2025-07-30
2025-03-31	$86,679,854	1,221,015	+8378.7%	Shares	Sole	2025-05-07
2024-12-31	$1,013,686	14,401	-7.0%	Shares	Defined	2025-02-13
2024-09-30	$969,861	15,493	-17.5%	Shares	Defined	2024-11-05
2024-06-30	$1,192,413	18,790	-28.0%	Shares	Defined	2024-08-12
2024-03-31	$1,651,386	26,113	+207.8%	Shares	Defined	2024-05-15
2023-12-31	$436,468	8,485	-57.1%	Shares	Defined	2024-02-14
2023-09-30	$813,510	19,779	-29.9%	Shares	Defined	2023-12-04
2023-06-30	$1,299,386	28,223	+144.9%	Shares	Defined	2023-08-07
2022-12-31	$521,230	11,524	-12.3%	Shares	Defined	2023-02-13
2022-09-30	$547,627	13,142	-43.1%	Shares	Defined	2022-11-10
2022-06-30	$1,062,460	23,102	-52.6%	Shares	Defined	2022-08-15
2022-03-31	$2,600,152	48,692	-10.1%	Shares	Defined	2022-05-10
2021-12-31	$3,271,205	54,168	+29.7%	Shares	Defined	2022-02-07
2021-09-30	$2,929,874	41,748	-3.5%	Shares	Defined	2021-10-27
2021-06-30	$3,059,796	43,248	-0.1%	Shares	Defined	2021-08-10
2021-03-31	$3,150,875	43,311	+16.0%	Shares	Defined	2021-05-10
2020-12-31	$2,301,521	37,326	-84.3%	Shares	Defined	2021-02-11
2020-09-30	$10,272,854	238,294	-0.8%	Shares	Sole	2020-11-10
2020-06-30	$12,271,869	240,154	-25.4%	Shares	Sole	2020-08-10
2020-03-31	$13,555,899	321,840	—	Shares	Sole	2020-05-20
No filing history on record for this holder in this stock.