Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Position in C — Citigroup Inc
CIK 1748861
CONCORD, MA
Position in C
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$659,771
+$112,568 QoQ
Shares Held
4,714
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,567
of 2,621 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors holds $8,899,002 across 6 Banks - Diversified names. C ranks #4 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
16,860 | $5,518,783 | |
| 2 | BAC |
Bank Of America Corp /De/
|
14,080 | $802,278 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
9,516 | $786,402 | |
| 4 | C |
Citigroup Inc
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|
4,714 | $659,771 | |
| 5 | TD |
Toronto Dominion Bank
|
4,853 | $589,299 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
3,070 | $542,469 |
All Filings in C
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $659,771 | 4,714 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $547,203 | 4,825 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,270,520 | 10,888 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,105,030 | 10,887 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $662,914 | 7,788 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $324,282 | 4,568 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $289,443 | 4,112 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $248,835 | 3,975 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||