Clarity Wealth Advisors, LLC

Position in C — Citigroup Inc

CIK 1767384 SAN JOSE, CA

Position in C

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$10,927,516

+$1,837,138 QoQ

Shares Held

78,076

-2.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

3.70%

of 13F equity value

Holder Rank

#553

of 2,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Clarity Wealth Advisors, LLC holds $22,253,841 across 3 Banks - Diversified names. C ranks #2 (49.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	33,494	$10,963,591
2	C	Citigroup Inc This page	78,076	$10,927,516
3	BAC	Bank Of America Corp /De/	6,366	$362,734

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,927,516	78,076	-2.6%	Shares	Sole	2026-07-24
2026-03-31	$9,090,378	80,155	-1.1%	Shares	Sole	2026-04-24
2025-12-31	$9,457,957	81,052	-0.1%	Shares	Sole	2026-01-23
2025-09-30	$8,236,420	81,147	-1.2%	Shares	Sole	2025-10-24
2025-06-30	$6,988,777	82,105	+1.6%	Shares	Sole	2025-08-07
2025-03-31	$5,737,198	80,817	+1.5%	Shares	Sole	2025-04-30
2024-12-31	$5,606,141	79,644	+5.3%	Shares	Sole	2025-01-28
2024-09-30	$4,734,563	75,632	+7.5%	Shares	Sole	2024-10-18
2024-06-30	$4,465,172	70,362	-2.3%	Shares	Sole	2024-07-18
2024-03-31	$4,553,785	72,008	+4.4%	Shares	Sole	2024-04-18
2023-12-31	$3,547,713	68,968	+4.2%	Shares	Sole	2024-01-10
2023-09-30	$2,721,613	66,171	+10.4%	Shares	Sole	2023-11-07
2023-06-30	$2,758,348	59,912	+9.1%	Shares	Sole	2023-07-28
2023-03-31	$2,575,058	54,917	+8.5%	Shares	Sole	2023-05-10
2022-12-31	$2,289,859	50,627	-2.6%	Shares	Sole	2023-02-06
2022-09-30	$2,165,089	51,958	+8.7%	Shares	Sole	2022-11-01
2022-06-30	$2,197,954	47,792	+5.7%	Shares	Sole	2022-07-19
2022-03-31	$2,414,641	45,218	+7.8%	Shares	Sole	2022-05-02
2021-12-31	$2,532,575	41,937	+2.0%	Shares	Sole	2022-01-25
2021-09-30	$2,884,538	41,102	+9.8%	Shares	Sole	2021-10-20
2021-06-30	$2,647,748	37,424	+5.6%	Shares	Sole	2021-08-12
2021-03-31	$2,577,750	35,433	+4.3%	Shares	Sole	2021-04-28
2020-12-31	$2,093,726	33,956	+3.9%	Shares	Sole	2021-02-04
2020-09-30	$1,408,231	32,666	+0.5%	Shares	Sole	2020-10-13
2020-06-30	$1,661,465	32,514	+18.4%	Shares	Sole	2020-08-04
2020-03-31	$1,156,867	27,466	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.