SIMON QUICK ADVISORS, LLC

Position in C — Citigroup Inc

CIK 1692038 MORRISTOWN, NJ

Position in C

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$6,704,503

+$1,235,306 QoQ

Shares Held

47,903

-0.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.92%

of 13F equity value

Holder Rank

#681

of 2,621 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 79% Shared 0% None 21%

Financial Services · as of Jun 30, 2026

SIMON QUICK ADVISORS, LLC holds $45,598,019 across 5 Banks - Diversified names. C ranks #3 (14.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	513,385	$29,252,677
2	JPM	Jpmorgan Chase & Co	27,175	$8,895,192
3	C	Citigroup Inc This page	47,903	$6,704,503
4	BNY	Bank of New York Mellon Corp	3,339	$482,852
5	WFC	Wells Fargo & Company/Mn	3,180	$262,795

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,704,503	47,903	-0.7%	Shares	Sole	2026-07-28
2026-03-31	$5,469,197	48,225	-26.6%	Shares	Sole	2026-05-06
2025-12-31	$7,662,798	65,668	+0.9%	Shares	Sole	2026-01-29
2025-09-30	$6,602,879	65,053	-1.9%	Shares	Sole	2025-10-21
2025-06-30	$5,644,647	66,314	+486.1%	Shares	Sole	2025-10-08
2025-03-31	$803,180	11,314	+38.2%	Shares	Sole	2025-04-15
2024-12-31	$576,353	8,188	+33.4%	Shares	Sole	2025-01-17
2024-09-30	$384,301	6,139	+10.8%	Shares	Sole	2024-10-15
2024-06-30	$351,758	5,543	+4.8%	Shares	Sole	2024-08-02
2024-03-31	$334,476	5,289	+34.9%	Shares	Sole	2024-04-19
2023-12-31	$201,644	3,920	+0.8%	Shares	Sole	2024-01-16
2022-03-31	$207,726	3,890	+134.2%	Shares	Sole	2022-05-05
2021-12-31	$100,307	1,661	-85.8%	Shares	Sole	2022-02-08
2021-09-30	$823,281	11,731	+830.3%	Shares	Sole	2021-10-27
2021-06-30	$89,215	1,261	+65.7%	Shares	Sole	2021-07-21
2021-03-31	$55,362	761	0.0%	Shares	Sole	2021-05-06
2020-12-31	$46,923	761	+718.3%	Shares	Sole	2021-01-27
2020-03-31	$3,917	93	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.