Position in C
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$514,073
+$54,536 QoQ
Shares Held
3,673
-9.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,703
of 2,621 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026PSI Advisors, LLC holds $2,131,737 across 2 Banks - Diversified names. C ranks #2 (24.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
4,942 | $1,617,664 | |
| 2 | C |
Citigroup Inc
This page
|
3,673 | $514,073 |
All Filings in C
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $514,073 | 3,673 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $459,537 | 4,052 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $402,813 | 3,452 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $345,303 | 3,402 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $309,751 | 3,639 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $339,331 | 4,780 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,274,548 | 18,107 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,187,332 | 18,967 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,256,951 | 19,807 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,398,233 | 22,110 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,176,997 | 22,881 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $988,189 | 24,026 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,112,372 | 24,161 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,100,085 | 23,461 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,088,278 | 24,061 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,036,624 | 24,877 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,289,880 | 28,047 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,387,972 | 25,992 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,495,678 | 24,767 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $788,190 | 11,231 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $359,197 | 5,077 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $232,945 | 3,202 | Shares | Sole | 2021-05-11 | |
| No filing history on record for this holder in this stock. | ||||||