NewEdge Wealth, LLC

Position in C — Citigroup Inc

CIK 1861796 STAMFORD, CT

Position in C

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$3,296,148

-$1,116,250 QoQ

Shares Held

29,064

-23.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 1.5070189925681254.ToString("F0")% Shared 0.ToString("F0")% None 98.49298100743188.ToString("F0")%

Financial Services · as of Mar 31, 2026

NewEdge Wealth, LLC holds $274,362,446 across 13 Banks - Diversified names. C ranks #7 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	492,565	$144,892,920
2	WFC	Wells Fargo & Company/Mn	1,100,749	$87,630,627
3	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	610,642	$13,226,505
4	BAC	Bank Of America Corp /De/	196,008	$9,555,390
5	HSBC	Hsbc Holdings PLC	67,698	$5,584,408
6	SAN	Banco Santander, S.A.	351,179	$3,961,299
7	C	Citigroup Inc This page	29,064	$3,296,148
8	BNY	Bank of New York Mellon Corp	17,024	$2,019,557

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,296,148	29,064	-23.1%	Shares	Sole	2026-05-13
2025-12-31	$4,412,398	37,813	+50.6%	Shares	Sole	2026-02-03
2025-09-30	$2,548,563	25,109	+13.4%	Shares	Sole	2025-11-07
2025-06-30	$1,884,046	22,134	+12.2%	Shares	Sole	2025-08-11
2025-03-31	$1,400,348	19,726	+8.9%	Shares	Sole	2025-05-09
2024-12-31	$1,275,396	18,119	+15.5%	Shares	Sole	2025-02-05
2024-09-30	$981,881	15,685	+44.1%	Shares	Sole	2024-11-12
2024-06-30	$690,762	10,885	-4.6%	Shares	Sole	2024-08-02
2024-03-31	$721,188	11,404	+45.7%	Shares	Sole	2024-05-06
2023-12-31	$402,672	7,828	+4.9%	Shares	Sole	2024-01-29
2023-09-30	$306,994	7,464	-5.5%	Shares	Sole	2023-11-08
2023-06-30	$363,531	7,896	-28.3%	Shares	Sole	2023-08-09
2023-03-31	$516,118	11,007	+59.2%	Shares	Sole	2023-05-08
2022-12-31	$312,810	6,916	+28.0%	Shares	Sole	2023-02-14
2022-09-30	$225,226	5,405	-43.2%	Shares	Sole	2022-11-14
2022-06-30	$437,364	9,510	+29.1%	Shares	Sole	2022-08-09
2022-03-31	$393,451	7,368	+23.2%	Shares	Sole	2022-05-10
2021-12-31	$361,071	5,979	-19.2%	Shares	Sole	2022-01-31
2021-09-30	$519,612	7,404	+9.0%	Shares	Sole	2021-11-12
2021-06-30	$480,746	6,795	+127.1%	Shares	Sole	2021-08-11
2021-03-31	$217,668	2,992	—	Shares	Sole	2021-05-13
No filing history on record for this holder in this stock.