CFS Investment Advisory Services, LLC

Position in C — Citigroup Inc

CIK 1845688 TOTOWA, NJ

Position in C

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

Position Value

$2,891,713

+$555,921 QoQ

Shares Held

20,661

+0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.08%

of 13F equity value

Holder Rank

#914

of 2,621 holders

Holding Since

Mar 2022

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CFS Investment Advisory Services, LLC holds $12,017,330 across 5 Banks - Diversified names. C ranks #2 (24.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	18,389	$6,019,271
2	C	Citigroup Inc This page	20,661	$2,891,713
3	BAC	Bank Of America Corp /De/	38,443	$2,190,482
4	BNY	Bank of New York Mellon Corp	3,428	$495,723
5	WFC	Wells Fargo & Company/Mn	5,084	$420,141

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,891,713	20,661	+0.3%	Shares	Sole	2026-07-16
2026-03-31	$2,335,792	20,596	+0.4%	Shares	Sole	2026-04-29
2025-12-31	$2,394,128	20,517	+0.8%	Shares	Sole	2026-02-10
2025-09-30	$2,065,220	20,347	+1.5%	Shares	Sole	2025-10-31
2025-06-30	$1,706,060	20,043	+1.5%	Shares	Sole	2025-08-11
2025-03-31	$1,401,981	19,749	+1.8%	Shares	Sole	2025-05-12
2024-12-31	$1,365,706	19,402	-2.6%	Shares	Sole	2025-01-21
2024-09-30	$1,247,430	19,927	-48.1%	Shares	Sole	2024-11-12
2024-06-30	$2,435,974	38,386	+234.7%	Shares	Sole	2024-08-13
2023-06-30	$527,986	11,468	-83.6%	Shares	Sole	2023-07-21
2022-03-31	$1,000	70,061	—	Shares	Sole	2022-05-27
No filing history on record for this holder in this stock.