Vise Technologies, Inc.

Position in C — Citigroup Inc

CIK 1812090 NEW YORK, NY

Position in C

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$6,285,862

-$181,797 QoQ

Shares Held

55,426

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Vise Technologies, Inc. holds $107,841,091 across 18 Banks - Diversified names. C ranks #4 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	132,017	$38,834,120
2	BAC	Bank Of America Corp /De/	215,070	$10,484,662
3	WFC	Wells Fargo & Company/Mn	113,487	$9,034,700
4	C	Citigroup Inc This page	55,426	$6,285,862
5	MUFG	Mitsubishi Ufj Financial Group Inc	311,795	$5,291,161
6	HSBC	Hsbc Holdings PLC	58,865	$4,855,773
7	RY	Royal Bank Of Canada	29,457	$4,765,553
8	TD	Toronto Dominion Bank	44,734	$4,174,129

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,285,862	55,426	0.0%	Shares	Sole	2026-04-21
2025-12-31	$6,467,659	55,426	+68.1%	Shares	Sole	2026-02-11
2025-09-30	$3,346,658	32,972	+4.9%	Shares	Sole	2025-11-13
2025-06-30	$2,676,172	31,440	+24.6%	Shares	Sole	2025-08-07
2024-12-31	$1,775,446	25,223	+42.4%	Shares	Sole	2025-02-18
2024-09-30	$1,109,021	17,716	+9.3%	Shares	Sole	2024-11-13
2024-06-30	$1,028,496	16,207	+0.4%	Shares	Sole	2024-08-02
2024-03-31	$1,021,199	16,148	-4.5%	Shares	Sole	2024-05-15
2023-12-31	$869,798	16,909	+46.5%	Shares	Sole	2024-02-08
2023-09-30	$474,599	11,539	-25.8%	Shares	Sole	2023-10-31
2023-06-30	$715,783	15,547	+10.0%	Shares	Sole	2023-08-08
2023-03-31	$662,743	14,134	+29.6%	Shares	Sole	2023-05-10
2022-12-31	$493,142	10,903	+24.4%	Shares	Sole	2023-02-10
2022-09-30	$365,195	8,764	+13.5%	Shares	Sole	2022-11-14
2022-06-30	$355,134	7,722	—	Shares	Sole	2022-08-15
No filing history on record for this holder in this stock.