AXS Investments LLC

Position in C — Citigroup Inc

CIK 1801467 PORT CHESTER, NY

Position in C

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$167,672

-$1,195 QoQ

Shares Held

1,198

-19.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,308

of 2,621 holders

Holding Since

Mar 2021

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

AXS Investments LLC holds $1,211,654 across 4 Banks - Diversified names. C ranks #3 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	1,847	$604,578
2	BAC	Bank Of America Corp /De/	4,837	$275,612
3	C	Citigroup Inc This page	1,198	$167,672
4	WFC	Wells Fargo & Company/Mn	1,982	$163,792

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$167,672	1,198	-19.5%	Shares	Sole	2026-08-10
2026-03-31	$168,867	1,489	-5.9%	Shares	Sole	2026-05-06
2025-12-31	$184,720	1,583	-8.3%	Shares	Sole	2026-05-13
2025-09-30	$175,290	1,727	+99.0%	Shares	Sole	2026-05-13
2023-06-30	$39,962	868	-21.9%	Shares	Sole	2023-08-10
2023-03-31	$52,141	1,112	+4.3%	Shares	Sole	2023-05-12
2022-12-31	$48,215	1,066	-84.9%	Shares	Sole	2023-02-13
2022-09-30	$294,315	7,063	+11.4%	Shares	Sole	2022-11-07
2022-03-31	$338,556	6,340	+27.2%	Shares	Sole	2022-05-13
2021-12-31	$300,923	4,983	+8.8%	Shares	Sole	2022-02-09
2021-06-30	$324,105	4,581	+6.0%	Shares	Sole	2021-07-28
2021-03-31	$314,425	4,322	—	Shares	Sole	2021-05-10
No filing history on record for this holder in this stock.