TRANSCEND CAPITAL ADVISORS, LLC

Position in C — Citigroup Inc

CIK 1776082 MADISON, NJ

Position in C

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$2,117,454

+$352,455 QoQ

Shares Held

15,129

-2.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,036

of 2,621 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

TRANSCEND CAPITAL ADVISORS, LLC holds $25,279,679 across 6 Banks - Diversified names. C ranks #4 (8.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	42,904	$14,043,766
2	WFC	Wells Fargo & Company/Mn	52,444	$4,333,972
3	BAC	Bank Of America Corp /De/	51,979	$2,961,763
4	C	Citigroup Inc This page	15,129	$2,117,454
5	BNY	Bank of New York Mellon Corp	10,532	$1,523,032
6	RY	Royal Bank Of Canada	1,448	$299,692

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,117,454	15,129	-2.8%	Shares	Sole	2026-08-04
2026-03-31	$1,764,999	15,563	-13.3%	Shares	Sole	2026-05-13
2025-12-31	$2,094,702	17,951	-8.0%	Shares	Sole	2026-01-23
2025-09-30	$1,979,757	19,505	-6.7%	Shares	Sole	2025-11-04
2025-06-30	$1,779,093	20,901	+9.6%	Shares	Sole	2025-08-01
2025-03-31	$1,354,276	19,077	-2.2%	Shares	Sole	2025-04-24
2024-12-31	$1,373,238	19,509	-45.3%	Shares	Sole	2025-02-03
2024-09-30	$2,230,876	35,637	+2.4%	Shares	Sole	2024-10-15
2024-06-30	$2,209,296	34,814	+19.5%	Shares	Sole	2024-07-02
2024-03-31	$1,841,738	29,123	-0.4%	Shares	Sole	2024-05-03
2023-12-31	$1,503,591	29,230	+34.7%	Shares	Sole	2024-02-05
2023-09-30	$892,479	21,699	+49.2%	Shares	Sole	2023-10-31
2023-06-30	$669,651	14,545	-25.7%	Shares	Sole	2023-07-13
2023-03-31	$917,449	19,566	+5.2%	Shares	Sole	2023-04-12
2022-12-31	$841,278	18,600	-34.3%	Shares	Sole	2023-01-20
2022-09-30	$1,180,511	28,330	-5.3%	Shares	Sole	2022-10-17
2022-06-30	$1,375,468	29,908	-13.4%	Shares	Sole	2022-07-12
2022-03-31	$1,843,688	34,526	-36.8%	Shares	Sole	2022-04-20
2021-12-31	$3,296,931	54,594	+3.5%	Shares	Sole	2022-01-20
2021-09-30	$3,701,152	52,738	-15.2%	Shares	Sole	2021-11-04
2021-06-30	$4,402,065	62,220	+0.2%	Shares	Sole	2021-08-13
2021-03-31	$4,518,211	62,106	+5.7%	Shares	Sole	2021-05-12
2020-12-31	$3,623,388	58,764	+112.3%	Shares	Sole	2021-02-12
2020-09-30	$1,193,284	27,680	+393.9%	Shares	Defined	2020-11-13
2020-03-31	$236,040	5,604	—	Shares	Defined	2020-05-08
No filing history on record for this holder in this stock.