FORA Capital, LLC

Position in C — Citigroup Inc

CIK 1742435 MIAMI, FL

Position in C

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,231,802

+$1,655,907 QoQ

Shares Held

15,946

+214.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,021

of 2,621 holders

Holding Since

Mar 2020

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

FORA Capital, LLC holds $15,058,068 across 4 Banks - Diversified names. C ranks #3 (14.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	164,671	$9,382,953
2	JPM	Jpmorgan Chase & Co	8,849	$2,896,543
3	C	Citigroup Inc This page	15,946	$2,231,802
4	BNY	Bank of New York Mellon Corp	3,781	$546,770

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,231,802	15,946	+214.0%	Shares	Sole	2026-08-13
2026-03-31	$575,895	5,078	-93.2%	Shares	Sole	2026-05-15
2025-12-31	$8,653,613	74,159	+152.7%	Shares	Sole	2026-02-13
2025-09-30	$2,978,111	29,341	+103.9%	Shares	Sole	2025-11-13
2022-06-30	$661,934	14,393	-21.2%	Shares	Sole	2022-08-11
2021-09-30	$1,282,469	18,274	+44.9%	Shares	Sole	2021-11-15
2021-03-31	$917,377	12,610	+102.8%	Shares	Sole	2021-05-17
2020-03-31	$261,944	6,219	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.