Bell & Brown Wealth Advisors, LLC

Position in C — Citigroup Inc

CIK 1725362 NEWPORT BEACH, CA

Position in C

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$4,460,385

+$869,825 QoQ

Shares Held

31,869

+0.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.35%

of 13F equity value

Holder Rank

#776

of 2,621 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Bell & Brown Wealth Advisors, LLC holds $20,180,296 across 3 Banks - Diversified names. C ranks #3 (22.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	32,120	$10,513,839
2	WFC	Wells Fargo & Company/Mn	62,997	$5,206,072
3	C	Citigroup Inc This page	31,869	$4,460,385

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,460,385	31,869	+0.7%	Shares	Sole	2026-08-10
2026-03-31	$3,590,560	31,660	+0.0%	Shares	Sole	2026-05-11
2025-12-31	$3,693,821	31,655	+3.2%	Shares	Sole	2026-05-13
2025-09-30	$3,112,802	30,668	-1.0%	Shares	Sole	2025-11-07
2025-06-30	$2,636,081	30,969	+0.5%	Shares	Sole	2025-07-29
2025-03-31	$2,187,414	30,813	+6.5%	Shares	Sole	2025-05-07
2024-12-31	$2,036,101	28,926	+5.9%	Shares	Sole	2025-05-07
2024-09-30	$1,710,169	27,319	+1.7%	Shares	Sole	2024-11-14
2024-06-30	$1,704,535	26,860	+4.7%	Shares	Sole	2024-08-13
2024-03-31	$1,622,295	25,653	-1.1%	Shares	Sole	2024-05-13
2023-12-31	$1,334,610	25,945	-8.0%	Shares	Sole	2024-02-12
2023-06-30	$1,298,328	28,200	+6.8%	Shares	Sole	2023-08-15
2023-03-31	$1,237,567	26,393	+2.4%	Shares	Sole	2023-04-14
2022-12-31	$1,165,396	25,766	-27.1%	Shares	Sole	2023-02-10
2022-09-30	$1,472,201	35,330	+7.2%	Shares	Sole	2022-10-26
2022-06-30	$1,515,830	32,960	+3.7%	Shares	Sole	2022-07-22
2022-03-31	$1,696,945	31,778	+1.0%	Shares	Sole	2022-05-02
2021-12-31	$1,900,110	31,464	+17.9%	Shares	Sole	2022-02-10
2021-09-30	$1,873,595	26,697	+15.8%	Shares	Sole	2021-11-12
2020-09-30	$993,857	23,054	+24.5%	Shares	Sole	2020-10-23
2020-06-30	$946,423	18,521	+14.5%	Shares	Defined	2020-08-07
2020-03-31	$681,038	16,169	—	Shares	Defined	2020-05-11
No filing history on record for this holder in this stock.