Joseph P. Lucia & Associates, LLC

Position in C — Citigroup Inc

CIK 1775391 Yorktown Heights, NY

Position in C

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$303,433

+$57,901 QoQ

Shares Held

2,168

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#2,008

of 2,621 holders

Holding Since

Mar 2020

10 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Financial Services · as of Jun 30, 2026

Joseph P. Lucia & Associates, LLC holds $1,030,079 across 3 Banks - Diversified names. C ranks #2 (29.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	1,509	$493,940
2	C	Citigroup Inc This page	2,168	$303,433
3	BAC	Bank Of America Corp /De/	4,084	$232,706

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$303,433	2,168	+0.1%	Shares	Sole	2026-08-07
2026-03-31	$245,532	2,165	+191.0%	Shares	Sole	2026-05-15
2022-06-30	$34,216	744	0.0%	Shares	Sole	2022-07-26
2022-03-31	$39,729	744	-12.4%	Shares	Sole	2022-04-19
2021-09-30	$59,582	849	-2.2%	Shares	Sole	2021-10-13
2021-06-30	$61,411	868	-3.6%	Shares	Sole	2021-07-27
2021-03-31	$65,475	900	-2.3%	Shares	Sole	2021-04-23
2020-12-31	$56,788	921	-37.7%	Shares	Sole	2021-01-29
2020-06-30	$75,525	1,478	+0.1%	Shares	Sole	2020-07-10
2020-03-31	$62,211	1,477	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.