Insight Advisors, LLC/ PA

Position in C — Citigroup Inc

CIK 1844880 Newtown, PA

Back to C Full portfolio

Position in C

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$867,332

+$167,026 QoQ

Shares Held

6,197

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#1,425

of 2,621 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in C Over Time

Shares Held

Position Value (USD)

Derivatives in C

reported options exposure · as of Sep 30, 2022

CallValue

CallShares

PutValue

$2,000

PutShares

500

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

Insight Advisors, LLC/ PA holds $5,660,453 across 4 Banks - Diversified names. C ranks #4 (15.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WFC	Wells Fargo & Company/Mn	24,317	$2,009,556
2	JPM	Jpmorgan Chase & Co	4,693	$1,536,159
3	BAC	Bank Of America Corp /De/	21,892	$1,247,406
4	C	Citigroup Inc This page	6,197	$867,332

All Filings in C

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24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$867,332	6,197	+0.4%	Shares	Sole	2026-08-05
2026-03-31	$700,306	6,175	-1.9%	Shares	Sole	2026-05-12
2025-12-31	$734,680	6,296	+2.2%	Shares	Sole	2026-02-11
2025-09-30	$625,240	6,160	-0.2%	Shares	Sole	2025-11-10
2025-06-30	$525,190	6,170	-7.5%	Shares	Sole	2025-07-30
2025-03-31	$473,503	6,670	+5.5%	Shares	Sole	2025-04-11
2024-12-31	$445,216	6,325	+1.9%	Shares	Sole	2025-01-27
2024-09-30	$388,683	6,209	0.0%	Shares	Sole	2024-10-15
2024-06-30	$394,023	6,209	-2.9%	Shares	Sole	2024-07-15
2024-03-31	$404,483	6,396	+0.5%	Shares	Sole	2024-05-06
2023-12-31	$327,415	6,365	-5.5%	Shares	Sole	2024-01-23
2023-09-30	$276,928	6,733	-85.2%	Shares	Sole	2023-11-07
2023-06-30	$2,094,405	45,491	-0.2%	Shares	Sole	2023-08-07
2023-03-31	$2,136,777	45,570	-14.8%	Shares	Sole	2023-05-03
2022-12-31	$2,418,448	53,470	+665.8%	Shares	Sole	2023-02-21
2022-09-30	$290,939	6,982	+0.2%	Shares	Sole	2022-12-12
2022-09-30	$2,000	500	—	Put	Sole	2022-12-12
2022-06-30	$320,550	6,970	-6.1%	Shares	Sole	2022-08-11
2022-03-31	$396,334	7,422	-3.5%	Shares	Sole	2022-06-02
2021-12-31	$464,399	7,690	-3.6%	Shares	Sole	2022-02-09
2021-09-30	$560,036	7,980	+3.0%	Shares	Sole	2021-11-12
2021-06-30	$548,100	7,747	+14.1%	Shares	Sole	2021-08-12
2021-03-31	$493,899	6,789	-1.3%	Shares	Sole	2021-05-17
2020-12-31	$423,974	6,876	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.