Frisch Financial Group, Inc.

Position in C — Citigroup Inc

CIK 1767730 MELVILLE, NY

Position in C

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$522,610

+$198,144 QoQ

Shares Held

3,734

+30.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#1,691

of 2,621 holders

Holding Since

Mar 2021

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Frisch Financial Group, Inc. holds $14,334,809 across 5 Banks - Diversified names. C ranks #4 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	35,413	$11,591,737
2	BNY	Bank of New York Mellon Corp	6,507	$940,977
3	BAC	Bank Of America Corp /De/	16,166	$921,138
4	C	Citigroup Inc This page	3,734	$522,610
5	BMO	Bank Of Montreal /Can/	2,028	$358,347

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$522,610	3,734	+30.5%	Shares	Sole	2026-08-14
2026-03-31	$324,466	2,861	+3.4%	Shares	Sole	2026-05-05
2025-12-31	$322,764	2,766	+0.4%	Shares	Sole	2026-02-06
2025-09-30	$279,632	2,755	-0.1%	Shares	Sole	2025-11-10
2025-06-30	$234,675	2,757	-9.1%	Shares	Sole	2025-08-14
2024-12-31	$213,492	3,033	-6.8%	Shares	Sole	2025-02-14
2024-06-30	$206,435	3,253	+0.6%	Shares	Sole	2024-08-09
2024-03-31	$204,518	3,234	+13.5%	Shares	Sole	2024-05-15
2021-03-31	$207,264	2,849	—	Shares	Sole	2021-05-13
No filing history on record for this holder in this stock.