Herold Advisors, Inc.

Position in C — Citigroup Inc

CIK 1891713 New York, NY

Position in C

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,299,528

+$260,579 QoQ

Shares Held

9,285

+1.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#1,223

of 2,621 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Herold Advisors, Inc. holds $12,935,463 across 3 Banks - Diversified names. C ranks #3 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	29,211	$9,561,636
2	BAC	Bank Of America Corp /De/	36,404	$2,074,299
3	C	Citigroup Inc This page	9,285	$1,299,528

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,299,528	9,285	+1.4%	Shares	Sole	2026-07-22
2026-03-31	$1,038,949	9,161	0.0%	Shares	Sole	2026-05-15
2025-12-31	$1,068,997	9,161	0.0%	Shares	Sole	2026-02-17
2025-09-30	$929,841	9,161	-13.3%	Shares	Sole	2025-11-13
2025-06-30	$898,952	10,561	+3.2%	Shares	Sole	2025-08-14
2025-03-31	$726,653	10,236	+10.8%	Shares	Sole	2025-05-13
2024-12-31	$650,122	9,236	-1.6%	Shares	Sole	2025-02-14
2024-09-30	$587,563	9,386	-6.0%	Shares	Sole	2024-11-14
2024-06-30	$633,711	9,986	0.0%	Shares	Sole	2024-07-24
2024-03-31	$631,514	9,986	0.0%	Shares	Sole	2024-05-10
2023-12-31	$513,679	9,986	+3.6%	Shares	Sole	2024-02-02
2023-09-30	$396,328	9,636	-4.9%	Shares	Sole	2023-11-08
2023-06-30	$466,661	10,136	-4.7%	Shares	Sole	2023-07-17
2023-03-31	$498,722	10,636	+0.6%	Shares	Sole	2023-04-19
2022-12-31	$478,352	10,576	+5.5%	Shares	Sole	2023-02-14
2022-09-30	$417,533	10,020	+3.7%	Shares	Sole	2022-11-08
2022-06-30	$444,493	9,665	+0.0%	Shares	Sole	2022-07-15
2022-03-31	$515,897	9,661	+9.0%	Shares	Sole	2022-05-09
2021-12-31	$535,115	8,861	-4.2%	Shares	Sole	2022-01-20
2021-09-30	$648,884	9,246	—	Shares	Sole	2021-11-03
No filing history on record for this holder in this stock.