Wellspring Financial Advisors, LLC

Position in C — Citigroup Inc

CIK 1811308 CLEVELAND, OH

Position in C

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

Position Value

$559,700

+$108,102 QoQ

Shares Held

3,999

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,661

of 2,621 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wellspring Financial Advisors, LLC holds $9,917,532 across 5 Banks - Diversified names. C ranks #4 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	17,097	$5,596,361
2	BAC	Bank Of America Corp /De/	49,747	$2,834,584
3	WFC	Wells Fargo & Company/Mn	7,221	$596,743
4	C	Citigroup Inc This page	3,999	$559,700
5	BNY	Bank of New York Mellon Corp	2,283	$330,144

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$559,700	3,999	+0.4%	Shares	Sole	2026-07-20
2026-03-31	$451,598	3,982	+31.7%	Shares	Sole	2026-05-15
2025-12-31	$352,870	3,024	—	Shares	Sole	2026-02-11
No filing history on record for this holder in this stock.