Magnus Financial Group LLC

Position in C — Citigroup Inc

CIK 1765216 NEW YORK, NY

Position in C

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$679,225

+$166,385 QoQ

Shares Held

4,853

+7.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,551

of 2,617 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Magnus Financial Group LLC holds $22,916,273 across 9 Banks - Diversified names. C ranks #4 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	54,658	$17,891,203
2	BAC	Bank Of America Corp /De/	24,597	$1,401,537
3	RY	Royal Bank Of Canada	3,402	$704,111
4	C	Citigroup Inc This page	4,853	$679,225
5	WFC	Wells Fargo & Company/Mn	6,872	$567,902
6	BNS	Bank Of Nova Scotia	6,413	$556,904
7	BMO	Bank Of Montreal /Can/	3,035	$536,284
8	BNY	Bank of New York Mellon Corp	2,172	$314,092

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$679,225	4,853	+7.3%	Shares	Sole	2026-07-09
2026-03-31	$512,840	4,522	-29.7%	Shares	Sole	2026-04-10
2025-12-31	$751,016	6,436	+7.1%	Shares	Sole	2026-01-07
2025-09-30	$609,710	6,007	-0.8%	Shares	Sole	2025-10-28
2025-06-30	$515,231	6,053	+1.0%	Shares	Sole	2025-07-16
2025-03-31	$425,656	5,996	-6.9%	Shares	Sole	2025-04-11
2024-12-31	$453,522	6,443	+37.2%	Shares	Sole	2025-01-17
2024-09-30	$293,969	4,696	+2.5%	Shares	Sole	2024-10-15
2024-06-30	$290,773	4,582	-3.3%	Shares	Sole	2024-08-02
2024-03-31	$299,631	4,738	+0.7%	Shares	Sole	2024-05-03
2023-12-31	$241,922	4,703	-6.8%	Shares	Sole	2024-02-05
2023-09-30	$207,459	5,044	-39.9%	Shares	Sole	2023-10-10
2020-12-31	$517,204	8,388	-22.6%	Shares	Sole	2021-02-05
2020-09-30	$467,355	10,841	+23.3%	Shares	Sole	2020-11-05
2020-06-30	$449,169	8,790	+34.1%	Shares	Sole	2020-08-11
2020-03-31	$276,180	6,557	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.