Avion Wealth

Position in C — Citigroup Inc

CIK 1792704 THE WOODLANDS, TX

Position in C

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$265,084

+$58,678 QoQ

Shares Held

1,894

+4.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#2,108

of 2,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Avion Wealth holds $1,183,817 across 8 Banks - Diversified names. C ranks #3 (22.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WFC	Wells Fargo & Company/Mn	4,797	$396,424
2	JPM	Jpmorgan Chase & Co	1,010	$330,603
3	C	Citigroup Inc This page	1,894	$265,084
4	BAC	Bank Of America Corp /De/	2,516	$143,361
5	BNY	Bank of New York Mellon Corp	268	$38,755
6	MUFG	Mitsubishi Ufj Financial Group Inc	169	$3,361
7	UBS	UBS Group AG	65	$3,221
8	BCS	Barclays PLC	112	$3,008

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$265,084	1,894	+4.1%	Shares	Sole	2026-07-31
2026-03-31	$206,406	1,820	+2.2%	Shares	Sole	2026-05-01
2025-12-31	$207,824	1,781	+0.3%	Shares	Sole	2026-01-23
2025-09-30	$180,264	1,776	0.0%	Shares	Sole	2025-10-24
2025-06-30	$151,173	1,776	+3.1%	Shares	Sole	2025-07-31
2025-03-31	$122,315	1,723	0.0%	Shares	Sole	2025-05-09
2024-12-31	$121,281	1,723	-3.5%	Shares	Sole	2025-01-29
2024-09-30	$111,741	1,785	+6.3%	Shares	Sole	2024-10-18
2024-06-30	$106,549	1,679	-1.9%	Shares	Sole	2024-07-26
2024-03-31	$108,203	1,711	+7.1%	Shares	Sole	2024-05-03
2023-12-31	$82,201	1,598	+7.5%	Shares	Sole	2024-01-26
2023-09-30	$61,160	1,487	-3.8%	Shares	Sole	2023-10-20
2023-06-30	$71,177	1,546	+7.1%	Shares	Sole	2023-07-14
2023-03-31	$67,662	1,443	+2.9%	Shares	Sole	2023-05-05
2022-12-31	$63,412	1,402	0.0%	Shares	Sole	2023-01-30
2022-09-30	$58,421	1,402	+1.1%	Shares	Sole	2022-10-31
2022-06-30	$63,788	1,387	+1.0%	Shares	Sole	2022-08-11
2022-03-31	$73,318	1,373	+0.8%	Shares	Sole	2022-05-04
2021-12-31	$82,251	1,362	+0.8%	Shares	Sole	2022-01-26
2021-09-30	$94,813	1,351	+0.7%	Shares	Sole	2021-11-01
2021-06-30	$94,946	1,342	+0.7%	Shares	Sole	2021-07-27
2021-03-31	$96,975	1,333	+5.8%	Shares	Sole	2021-05-06
2020-12-31	$77,691	1,260	+1.0%	Shares	Sole	2021-01-26
2020-09-30	$53,801	1,248	+1.0%	Shares	Sole	2020-10-30
2020-06-30	$63,159	1,236	+1.1%	Shares	Sole	2020-07-29
2020-03-31	$51,512	1,223	—	Shares	Sole	2020-04-08
No filing history on record for this holder in this stock.