Aaron Wealth Advisors LLC

Position in C — Citigroup Inc

CIK 1812198 Chicago, IL

Position in C

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$4,111,464

+$861,474 QoQ

Shares Held

29,376

+2.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#809

of 2,617 holders

Holding Since

Mar 2022

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Aaron Wealth Advisors LLC holds $45,316,292 across 13 Banks - Diversified names. C ranks #4 (9.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	35,779	$11,711,540
2	BAC	Bank Of America Corp /De/	81,187	$4,626,035
3	HSBC	Hsbc Holdings PLC	43,514	$4,137,746
4	C	Citigroup Inc This page	29,376	$4,111,464
5	ING	Ing Groep NV	99,831	$3,132,696
6	WFC	Wells Fargo & Company/Mn	37,034	$3,060,489
7	MUFG	Mitsubishi Ufj Financial Group Inc	150,101	$2,985,508
8	SAN	Banco Santander, S.A.	197,972	$2,732,013

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,111,464	29,376	+2.5%	Shares	Sole	2026-07-16
2026-03-31	$3,249,990	28,657	-5.2%	Shares	Sole	2026-04-21
2025-12-31	$3,526,138	30,218	+12.6%	Shares	Sole	2026-01-21
2025-09-30	$2,724,666	26,844	+108.5%	Shares	Sole	2025-10-03
2025-06-30	$1,095,664	12,872	+10.9%	Shares	Sole	2025-07-09
2025-03-31	$823,696	11,603	+8.9%	Shares	Sole	2025-04-28
2024-12-31	$750,075	10,656	+9.1%	Shares	Sole	2025-01-15
2024-09-30	$611,602	9,770	+38.8%	Shares	Sole	2024-10-17
2024-06-30	$446,631	7,038	+21.5%	Shares	Sole	2024-07-22
2024-03-31	$366,222	5,791	+40.2%	Shares	Sole	2024-04-25
2023-12-31	$212,447	4,130	-95.8%	Shares	Sole	2024-01-26
2022-03-31	$5,263,958	98,576	—	Shares	Sole	2022-05-10
No filing history on record for this holder in this stock.