New World Advisors LLC

Position in C — Citigroup Inc

CIK 1767724 HINGHAM, MA

Position in C

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$353,678

+$79,226 QoQ

Shares Held

2,527

+4.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,906

of 2,621 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

New World Advisors LLC holds $3,237,883 across 4 Banks - Diversified names. C ranks #3 (10.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	6,080	$1,990,166
2	BAC	Bank Of America Corp /De/	9,789	$557,777
3	C	Citigroup Inc This page	2,527	$353,678
4	WFC	Wells Fargo & Company/Mn	4,069	$336,262

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$353,678	2,527	+4.4%	Shares	Defined	2026-08-12
2026-03-31	$274,452	2,420	-12.4%	Shares	Defined	2026-04-27
2025-12-31	$322,531	2,764	+14.3%	Shares	Defined	2026-02-06
2025-09-30	$245,528	2,419	—	Shares	Defined	2025-11-06
No filing history on record for this holder in this stock.