KFA Private Wealth Group, LLC

Position in C — Citigroup Inc

CIK 1800556 Tysons, VA

Position in C

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$541,085

+$101,735 QoQ

Shares Held

3,866

-0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#1,680

of 2,621 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

KFA Private Wealth Group, LLC holds $2,024,515 across 4 Banks - Diversified names. C ranks #2 (26.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	2,809	$919,469
2	C	Citigroup Inc This page	3,866	$541,085
3	BNY	Bank of New York Mellon Corp	1,953	$282,423
4	BAC	Bank Of America Corp /De/	4,941	$281,538

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$541,085	3,866	-0.2%	Shares	Sole	2026-07-28
2026-03-31	$439,350	3,874	+0.3%	Shares	Sole	2026-04-20
2025-12-31	$450,656	3,862	+4.5%	Shares	Sole	2026-01-07
2025-09-30	$375,144	3,696	—	Shares	Sole	2025-10-03
No filing history on record for this holder in this stock.