XML Financial, LLC

Position in C — Citigroup Inc

CIK 1800465 BETHESDA, MD

Position in C

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$421,979

+$80,048 QoQ

Shares Held

3,015

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,805

of 2,617 holders

Holding Since

Sep 2021

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

XML Financial, LLC holds $25,540,375 across 5 Banks - Diversified names. C ranks #4 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	39,600	$12,962,268
2	BAC	Bank Of America Corp /De/	195,580	$11,144,148
3	WFC	Wells Fargo & Company/Mn	8,725	$721,034
4	C	Citigroup Inc This page	3,015	$421,979
5	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	11,610	$290,946

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$421,979	3,015	0.0%	Shares	Sole	2026-07-24
2026-03-31	$341,931	3,015	-20.9%	Shares	Sole	2026-04-16
2025-12-31	$444,938	3,813	-44.0%	Shares	Sole	2026-02-11
2023-03-31	$319,461	6,813	-2.6%	Shares	Sole	2023-05-15
2022-12-31	$316,248	6,992	-48.1%	Shares	Sole	2023-02-10
2022-09-30	$561,836	13,483	-87.9%	Shares	Sole	2022-11-04
2022-03-31	$5,940,483	111,245	+1.2%	Shares	Sole	2022-05-02
2021-12-31	$6,639,940	109,951	+12.7%	Shares	Sole	2022-02-01
2021-09-30	$6,848,725	97,588	—	Shares	Sole	2021-11-01
No filing history on record for this holder in this stock.