Sound Income Strategies, LLC

Position in C — Citigroup Inc

CIK 1730960 Ft Lauderdale, FL

Position in C

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

Position Value

$22,695,773

-$5,566,679 QoQ

Shares Held

162,159

-34.9% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

1.43%

of 13F equity value

Holder Rank

#393

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

Sound Income Strategies, LLC holds $36,883,229 across 5 Banks - Diversified names. C ranks #1 (61.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc This page	162,159	$22,695,773
2	BNY	Bank of New York Mellon Corp	53,940	$7,800,263
3	JPM	Jpmorgan Chase & Co	13,029	$4,264,782
4	BAC	Bank Of America Corp /De/	27,199	$1,549,799
5	WFC	Wells Fargo & Company/Mn	6,929	$572,612

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,695,773	162,159	-34.9%	Shares	Sole	2026-07-20
2026-03-31	$28,262,452	249,206	-7.5%	Shares	Sole	2026-04-27
2025-12-31	$31,429,517	269,342	-25.1%	Shares	Sole	2026-01-21
2025-09-30	$36,523,252	359,835	-6.8%	Shares	Sole	2025-10-10
2025-06-30	$32,880,323	386,282	+5.7%	Shares	Sole	2025-07-17
2025-03-31	$25,954,937	365,614	+4.0%	Shares	Sole	2025-04-17
2024-12-31	$24,735,468	351,406	+8.7%	Shares	Sole	2025-01-21
2024-09-30	$20,241,897	323,353	+6.0%	Shares	Sole	2024-10-10
2024-06-30	$19,365,009	305,153	+7.6%	Shares	Sole	2024-07-12
2024-03-31	$17,928,729	283,503	+9.8%	Shares	Sole	2024-04-15
2023-12-31	$13,279,236	258,150	+9.1%	Shares	Sole	2024-01-10
2023-09-30	$9,735,882	236,710	+8.5%	Shares	Sole	2023-10-12
2023-06-30	$10,044,316	218,165	+17.0%	Shares	Sole	2023-07-10
2023-03-31	$8,743,953	186,478	+37.5%	Shares	Sole	2023-04-10
2022-12-31	$6,134,997	135,640	+25348.4%	Shares	Sole	2023-01-11
2022-09-30	$22,210	533	-22.8%	Shares	Sole	2022-10-18
2022-06-30	$31,733	690	+19.0%	Shares	Sole	2022-07-11
2022-03-31	$30,972	580	0.0%	Shares	Sole	2022-04-11
2021-12-31	$35,026	580	-21.5%	Shares	Sole	2022-01-13
2021-09-30	$51,863	739	+8.0%	Shares	Sole	2021-10-12
2021-06-30	$48,393	684	-11.7%	Shares	Sole	2021-07-13
2021-03-31	$56,381	775	+54.7%	Shares	Sole	2021-04-14
2020-12-31	$30,891	501	+24.9%	Shares	Sole	2021-01-11
2020-09-30	$17,287	401	+8.4%	Shares	Sole	2020-10-08
2020-06-30	$18,907	370	-2.9%	Shares	Sole	2020-07-13
2020-03-31	$16,047	381	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.