Visionary Wealth Advisors

Position in C — Citigroup Inc

CIK 1802984 O'FALLON, IL

Position in C

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,321,502

+$304,782 QoQ

Shares Held

9,442

+5.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,219

of 2,621 holders

Holding Since

Dec 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Visionary Wealth Advisors holds $35,752,939 across 5 Banks - Diversified names. C ranks #4 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	53,977	$17,668,291
2	BNY	Bank of New York Mellon Corp	90,673	$13,112,222
3	BAC	Bank Of America Corp /De/	45,598	$2,598,174
4	C	Citigroup Inc This page	9,442	$1,321,502
5	WFC	Wells Fargo & Company/Mn	12,739	$1,052,750

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,321,502	9,442	+5.3%	Shares	Sole	2026-08-13
2026-03-31	$1,016,720	8,965	+3.2%	Shares	Sole	2026-05-13
2025-12-31	$1,014,036	8,690	+0.1%	Shares	Sole	2026-02-13
2025-09-30	$881,527	8,685	+79.2%	Shares	Sole	2025-11-13
2025-06-30	$412,576	4,847	+42.7%	Shares	Sole	2025-08-14
2025-03-31	$241,082	3,396	+12.9%	Shares	Sole	2025-05-14
2024-12-31	$211,733	3,008	-10.7%	Shares	Sole	2025-02-14
2024-09-30	$210,836	3,368	+1.8%	Shares	Sole	2024-11-12
2024-03-31	$209,324	3,310	-36.1%	Shares	Sole	2024-05-15
2022-03-31	$276,505	5,178	+10.5%	Shares	Sole	2022-05-12
2021-12-31	$283,108	4,688	+47.6%	Shares	Sole	2022-02-14
2021-03-31	$231,126	3,177	-11.8%	Shares	Sole	2021-05-18
2020-12-31	$221,976	3,600	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.