Royal Fund Management, LLC

Position in C — Citigroup Inc

CIK 1810099 Lady Lake, FL

Position in C

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,421,433

+$235,505 QoQ

Shares Held

10,156

-2.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,195

of 2,621 holders

Holding Since

Mar 2020

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Royal Fund Management, LLC holds $19,638,735 across 4 Banks - Diversified names. C ranks #2 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	51,847	$16,971,078
2	C	Citigroup Inc This page	10,156	$1,421,433
3	WFC	Wells Fargo & Company/Mn	9,971	$824,003
4	BAC	Bank Of America Corp /De/	7,410	$422,221

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,421,433	10,156	-2.9%	Shares	Sole	2026-07-20
2026-03-31	$1,185,928	10,457	-6.3%	Shares	Sole	2026-05-19
2025-12-31	$1,302,143	11,159	+18.5%	Shares	Sole	2026-01-15
2025-09-30	$955,521	9,414	-8.2%	Shares	Sole	2025-10-29
2025-06-30	$872,820	10,254	-45.1%	Shares	Sole	2025-08-13
2025-03-31	$1,325,951	18,678	+1.8%	Shares	Sole	2025-05-14
2024-12-31	$1,291,867	18,353	+358.7%	Shares	Sole	2025-01-16
2020-06-30	$204,451	4,001	-56.7%	Shares	Sole	2020-08-06
2020-03-31	$388,893	9,233	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.