Journey Advisory Group, LLC

Position in C — Citigroup Inc

CIK 1840085 COVINGTON, KY

Position in C

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$215,678

-$2,054,302 QoQ

Shares Held

1,541

-94.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,240

of 2,621 holders

Holding Since

Mar 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Journey Advisory Group, LLC holds $26,347,614 across 4 Banks - Diversified names. C ranks #4 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	71,743	$23,483,636
2	BNY	Bank of New York Mellon Corp	10,070	$1,456,222
3	BAC	Bank Of America Corp /De/	20,921	$1,192,078
4	C	Citigroup Inc This page	1,541	$215,678

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$215,678	1,541	-94.2%	Shares	Sole	2026-08-04
2025-06-30	$2,269,980	26,668	-1.8%	Shares	Sole	2025-07-30
2025-03-31	$1,927,662	27,154	—	Shares	Sole	2025-05-13
No filing history on record for this holder in this stock.