MBL Wealth, LLC

Position in C — Citigroup Inc

CIK 1845785 CHARLOTTE, NC

Position in C

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,061,596

+$213,857 QoQ

Shares Held

7,585

+1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,307

of 2,621 holders

Holding Since

Mar 2021

7 quarters on record

Voting authority Sole 60% Shared 0% None 40%

Financial Services · as of Jun 30, 2026

MBL Wealth, LLC holds $9,053,539 across 5 Banks - Diversified names. C ranks #3 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	13,232	$4,331,230
2	BAC	Bank Of America Corp /De/	42,943	$2,446,892
3	C	Citigroup Inc This page	7,585	$1,061,596
4	WFC	Wells Fargo & Company/Mn	12,037	$994,737
5	BNY	Bank of New York Mellon Corp	1,515	$219,084

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,061,596	7,585	+1.5%	Shares	Sole	2026-07-15
2026-03-31	$847,739	7,475	+3.1%	Shares	Sole	2026-04-28
2025-12-31	$845,652	7,247	+107.4%	Shares	Sole	2026-01-21
2025-09-30	$354,641	3,494	-6.1%	Shares	Sole	2025-10-16
2025-06-30	$316,561	3,719	+6.8%	Shares	Sole	2025-07-22
2025-03-31	$247,116	3,481	+15.5%	Shares	Sole	2025-05-21
2021-03-31	$219,195	3,013	—	Shares	Defined	2021-05-27
No filing history on record for this holder in this stock.